MA
Mutual Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
3,692
+147
| +4% | +$42.2K | 0.03% | 487 |
|
|
2025
Q1 | $875K | Buy |
3,545
+1,366
| +63% | +$337K | 0.03% | 497 |
|
|
2024
Q4 | $630K | Hold |
2,179
| – | – | 0.02% | 625 |
|
|
2024
Q3 | $586K | Buy |
2,179
+23
| +1% | +$6.18K | 0.02% | 648 |
|
|
2024
Q2 | $560K | Sell |
2,156
-122
| -5% | -$31.7K | 0.02% | 658 |
|
|
2024
Q1 | $594K | Buy |
2,278
+28
| +1% | +$7.3K | 0.02% | 637 |
|
|
2023
Q4 | $544K | Buy |
2,250
+179
| +9% | +$43.3K | 0.02% | 629 |
|
|
2023
Q3 | $444K | Sell |
2,071
-14
| -0.7% | -$3K | 0.02% | 650 |
|
|
2023
Q2 | $479K | Buy |
2,085
+102
| +5% | +$23.4K | 0.02% | 645 |
|
|
2023
Q1 | $429K | Buy |
1,983
+166
| +9% | +$35.9K | 0.02% | 670 |
|
|
2022
Q4 | $364K | Sell |
1,817
-1,870
| -51% | -$375K | 0.02% | 689 |
|
|
2022
Q3 | $719K | Sell |
3,687
-1,629
| -31% | -$318K | 0.04% | 461 |
|
|
2022
Q2 | $1.05M | Sell |
5,316
-100
| -2% | -$19.7K | 0.07% | 324 |
|
|
2022
Q1 | $1.34M | Sell |
5,416
-64
| -1% | -$15.9K | 0.08% | 288 |
|
|
2021
Q4 | $1.54M | Sell |
5,480
-101
| -2% | -$28.5K | 0.08% | 275 |
|
|
2021
Q3 | $1.56M | Buy |
5,581
+2,386
| +75% | +$669K | 0.09% | 261 |
|
|
2021
Q2 | $926K | Buy |
3,195
+1,515
| +90% | +$439K | 0.05% | 370 |
|
|
2021
Q1 | $461K | Sell |
1,680
-906
| -35% | -$249K | 0.03% | 506 |
|
|
2020
Q4 | $692K | Buy |
2,586
+500
| +24% | +$134K | 0.05% | 396 |
|
|
2020
Q3 | $448K | Buy |
2,086
+5
| +0.2% | +$1.07K | 0.04% | 446 |
|
|
2020
Q2 | $415K | Sell |
2,081
-333
| -14% | -$66.4K | 0.04% | 429 |
|
|
2020
Q1 | $363K | Sell |
2,414
-360
| -13% | -$54.1K | 0.05% | 363 |
|
|
2019
Q4 | $551K | Sell |
2,774
-550
| -17% | -$109K | 0.06% | 326 |
|
|
2019
Q3 | $605K | Buy |
3,324
+521
| +19% | +$94.8K | 0.08% | 273 |
|
|
2019
Q2 | $522K | Buy |
2,803
+102
| +4% | +$19K | 0.07% | 322 |
|
|
2019
Q1 | $485K | Buy |
2,701
+290
| +12% | +$52.1K | 0.07% | 280 |
|
|
2018
Q4 | $363K | Buy |
2,411
+1,038
| +76% | +$156K | 0.07% | 280 |
|
|
2018
Q3 | $257K | Buy |
1,373
+175
| +15% | +$32.8K | 0.04% | 401 |
|
|
2018
Q2 | $211K | Buy |
+1,198
| New | +$211K | 0.05% | 385 |
|