OFS
Oldfather Financial Services’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 | $557K | Buy |
2,012
+757
| +60% | +$210K | 0.19% | 46 |
|
|
2025
Q1 | $316K | Buy |
1,255
+341
| +37% | +$85.9K | 0.12% | 61 |
|
|
2024
Q4 | $256K | Hold |
914
| – | – | 0.1% | 69 |
|
|
2024
Q3 | $244K | Sell |
914
-239
| -21% | -$63.9K | 0.09% | 67 |
|
|
2024
Q2 | $288K | Hold |
1,153
| – | – | 0.12% | 59 |
|
|
2024
Q1 | $301K | Hold |
1,153
| – | – | 0.12% | 57 |
|
|
2023
Q4 | $279K | Buy |
1,153
+192
| +20% | +$46.4K | 0.12% | 54 |
|
|
2023
Q3 | $206K | Hold |
961
| – | – | 0.1% | 62 |
|
|
2023
Q2 | $221K | Buy |
+961
| New | +$221K | 0.11% | 62 |
|
|
2023
Q1 | – | Sell |
-1,195
| Closed | -$240K | – | 66 |
|
|
2022
Q4 | $240K | Buy |
+1,195
| New | +$240K | 0.14% | 54 |
|