PDS 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 | $301K | Hold |
1,087
| – | – | 0.02% | 350 |
|
|
2025
Q1 | $274K | Sell |
1,087
-1
| -0.1% | -$252 | 0.02% | 347 |
|
|
2024
Q4 | $305K | Buy |
1,088
+1
| +0.1% | +$280 | 0.03% | 291 |
|
|
2024
Q3 | $291K | Hold |
1,087
| – | – | 0.03% | 302 |
|
|
2024
Q2 | $272K | Buy |
1,087
+1
| +0.1% | +$250 | 0.03% | 287 |
|
|
2024
Q1 | $283K | Buy |
1,086
+1
| +0.1% | +$261 | 0.03% | 276 |
|
|
2023
Q4 | $262K | Hold |
1,085
| – | – | 0.03% | 263 |
|
|
2023
Q3 | $232K | Hold |
1,085
| – | – | 0.03% | 262 |
|
|
2023
Q2 | $249K | Sell |
1,085
-13
| -1% | -$2.99K | 0.03% | 249 |
|
|
2023
Q1 | $238K | Buy |
1,098
+1
| +0.1% | +$216 | 0.03% | 241 |
|
|
2022
Q4 | $220K | Buy |
1,097
+2
| +0.2% | +$401 | 0.04% | 188 |
|
|
2022
Q3 | $214K | Buy |
+1,095
| New | +$214K | 0.04% | 173 |
|