Obermeyer Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $203K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $722K | Hold |
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|
2022
Q3 | $702K | Hold |
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|
2022
Q2 | $709K | Sell |
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|
2022
Q1 | $955K | Hold |
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|
2021
Q4 | $1.08M | Hold |
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|
2021
Q3 | $1.08M | Buy |
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|
2021
Q2 | $1.04M | Hold |
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|
2021
Q1 | $989K | Sell |
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|
2020
Q4 | $980K | Hold |
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|
2020
Q3 | $787K | Hold |
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|
2020
Q2 | $731K | Sell |
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|
2020
Q1 | $559K | Buy |
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|
2019
Q4 | $727K | Buy |
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|
2019
Q3 | $655K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $10K | Buy |
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