One Charles Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Sell |
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|
2025
Q1 | $1.78M | Buy |
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|
2024
Q4 | $1.97M | Buy |
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|
2024
Q3 | $1.49M | Buy |
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|
2024
Q2 | $1.37M | Buy |
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|
2024
Q1 | $1.4M | Buy |
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|
2023
Q4 | $1.29M | Sell |
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|
2023
Q3 | $1.16M | Buy |
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|
2023
Q2 | $1.18M | Buy |
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|
2023
Q1 | $1.1M | Buy |
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|
2022
Q4 | $882K | Buy |
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|
2022
Q3 | $765K | Buy |
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|
2022
Q2 | $753K | Buy |
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|
2022
Q1 | $808K | Hold |
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|
2021
Q4 | $918K | Buy |
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|
2021
Q3 | $854K | Sell |
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|
2021
Q2 | $884K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $772K | Buy |
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