Phillips Financial Management’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 | $67.3K | Hold |
243
| – | – | ﹤0.01% | 215 |
|
|
2025
Q1 | $61.2K | Sell |
243
-23
| -9% | -$5.79K | ﹤0.01% | 209 |
|
|
2024
Q4 | $74.5K | Buy |
266
+158
| +146% | +$44.3K | 0.01% | 203 |
|
|
2024
Q3 | $28.9K | Hold |
108
| – | – | ﹤0.01% | 228 |
|
|
2024
Q2 | $27K | Hold |
108
| – | – | ﹤0.01% | 228 |
|
|
2024
Q1 | $28.2K | Hold |
108
| – | – | ﹤0.01% | 217 |
|
|
2023
Q4 | $26.1K | Hold |
108
| – | – | ﹤0.01% | 206 |
|
|
2023
Q3 | $23.1K | Hold |
108
| – | – | ﹤0.01% | 207 |
|
|
2023
Q2 | $24.8K | Hold |
108
| – | – | ﹤0.01% | 202 |
|
|
2023
Q1 | $23.4K | Hold |
108
| – | – | ﹤0.01% | 209 |
|
|
2022
Q4 | $21.7K | Hold |
108
| – | – | ﹤0.01% | 198 |
|
|
2022
Q3 | $21K | Buy |
+108
| New | +$21K | ﹤0.01% | 189 |
|