Novak & Powell Financial Services’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,375
| Closed | -$850K | – | 155 |
|
|
2025
Q1 | $850K | Sell |
3,375
-233
| -6% | -$58.7K | 0.53% | 48 |
|
|
2024
Q4 | $1.01M | Buy |
3,608
+503
| +16% | +$141K | 0.6% | 40 |
|
|
2024
Q3 | $830K | Hold |
3,105
| – | – | 0.48% | 50 |
|
|
2024
Q2 | $777K | Buy |
+3,105
| New | +$777K | 0.48% | 52 |
|
|
2024
Q1 | – | Sell |
-3,588
| Closed | -$858K | – | 159 |
|
|
2023
Q4 | $858K | Buy |
+3,588
| New | +$858K | 0.57% | 44 |
|