Partners in Financial Planning’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 | $18.4M | Buy |
66,568
+1,389
| +2% | +$385K | 3.4% | 8 |
|
|
2025
Q1 | $16.4M | Buy |
65,179
+1,967
| +3% | +$495K | 3.3% | 8 |
|
|
2024
Q4 | $17.7M | Sell |
63,212
-463
| -0.7% | -$130K | 3.61% | 8 |
|
|
2024
Q3 | $17M | Sell |
63,675
-487
| -0.8% | -$130K | 3.43% | 8 |
|
|
2024
Q2 | $16M | Sell |
64,162
-121
| -0.2% | -$30.3K | 3.49% | 8 |
|
|
2024
Q1 | $16.8M | Buy |
64,283
+96
| +0.1% | +$25K | 3.73% | 8 |
|
|
2023
Q4 | $15.5M | Buy |
64,187
+1,413
| +2% | +$342K | 3.64% | 8 |
|
|
2023
Q3 | $13.4M | Buy |
62,774
+3,158
| +5% | +$676K | 3.46% | 8 |
|
|
2023
Q2 | $13.7M | Sell |
59,616
-552
| -0.9% | -$127K | 3.49% | 8 |
|
|
2023
Q1 | $13M | Buy |
60,168
+674
| +1% | +$146K | 3.43% | 8 |
|
|
2022
Q4 | $11.8M | Sell |
59,494
-1,132
| -2% | -$225K | 3.27% | 8 |
|
|
2022
Q3 | $12.7M | Buy |
60,626
+6,866
| +13% | +$1.43M | 3.62% | 8 |
|
|
2022
Q2 | $12M | Buy |
53,760
+2,757
| +5% | +$615K | 3.81% | 7 |
|
|
2022
Q1 | $11.7M | Buy |
51,003
+1,772
| +4% | +$407K | 3.68% | 9 |
|
|
2021
Q4 | $12.1M | Buy |
49,231
+1,717
| +4% | +$420K | 3.69% | 7 |
|
|
2021
Q3 | $13.3M | Sell |
47,514
-959
| -2% | -$269K | 4.15% | 7 |
|
|
2021
Q2 | $14M | Buy |
+48,473
| New | +$14M | 4.4% | 7 |
|