N.E.W. Advisory Services’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $238K | Hold |
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|
2025
Q4 | $238K | Buy |
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|
2025
Q3 | $210K | Sell |
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|
2025
Q2 | $210K | Sell |
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|
2025
Q1 | $267K | Buy |
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|
2024
Q4 | $274K | Sell |
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|
2024
Q3 | $264K | Buy |
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|
2024
Q2 | $239K | Buy |
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|
2024
Q1 | $204K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $274K | Sell |
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|
2022
Q2 | $285K | Sell |
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|
2022
Q1 | $698K | Buy |
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|
2021
Q4 | $514K | Sell |
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|
2021
Q3 | $705K | Sell |
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|
2021
Q2 | $736K | Sell |
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|
2021
Q1 | $714K | Sell |
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|
2020
Q4 | $683K | Buy |
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|
2020
Q3 | $218K | Hold |
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|
2020
Q2 | $204K | Buy |
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|
2019
Q4 | $205K | Buy |
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