OGF
Orin Green Financial’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 | $616K | Hold |
2,224
| – | – | 0.26% | 50 |
|
|
2025
Q1 | $512K | Buy |
+2,224
| New | +$512K | 0.24% | 52 |
|
|
2024
Q4 | – | Sell |
-2,270
| Closed | -$607K | – | 47 |
|
|
2024
Q3 | $607K | Hold |
2,270
| – | – | 0.26% | 48 |
|
|
2024
Q2 | $568K | Buy |
+2,270
| New | +$568K | 0.26% | 46 |
|
|
2024
Q1 | – | Sell |
-2,302
| Closed | -$557K | – | 45 |
|
|
2023
Q4 | $557K | Sell |
2,302
-64
| -3% | -$15.5K | 0.27% | 45 |
|
|
2023
Q3 | $507K | Sell |
2,366
-21
| -0.9% | -$4.5K | 0.28% | 43 |
|
|
2023
Q2 | $548K | Hold |
2,387
| – | – | 0.29% | 43 |
|
|
2023
Q1 | $517K | Sell |
2,387
-60
| -2% | -$13K | 0.28% | 44 |
|
|
2022
Q4 | $491K | Hold |
2,447
| – | – | 0.29% | 44 |
|
|
2022
Q3 | $476K | Sell |
2,447
-645
| -21% | -$125K | 0.31% | 43 |
|
|
2022
Q2 | $626K | Hold |
3,092
| – | – | 0.39% | 41 |
|
|
2022
Q1 | $767K | Hold |
3,092
| – | – | 0.5% | 35 |
|
|
2021
Q4 | $771K | Hold |
3,092
| – | – | 0.56% | 32 |
|
|
2021
Q3 | $866K | Hold |
3,092
| – | – | 0.6% | 33 |
|
|
2021
Q2 | $896K | Buy |
3,092
+30
| +1% | +$8.69K | 0.63% | 30 |
|
|
2021
Q1 | $841K | Sell |
3,062
-821
| -21% | -$225K | 0.68% | 28 |
|
|
2020
Q4 | $1.04M | Buy |
+3,883
| New | +$1.04M | 0.82% | 26 |
|