PIA
Pinion Investment Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-847
| Closed | -$237K | – | 161 |
|
|
2024
Q4 | $237K | Sell |
847
-9
| -1% | -$2.52K | 0.09% | 142 |
|
|
2024
Q3 | $229K | Buy |
856
+3
| +0.4% | +$802 | 0.1% | 147 |
|
|
2024
Q2 | $213K | Buy |
853
+63
| +8% | +$15.8K | 0.11% | 136 |
|
|
2024
Q1 | $206K | Buy |
+790
| New | +$206K | 0.11% | 144 |
|
|
2021
Q1 | – | Sell |
-2,207
| Closed | -$591K | – | 158 |
|
|
2020
Q4 | $591K | Buy |
2,207
+601
| +37% | +$161K | 0.62% | 53 |
|
|
2020
Q3 | $321K | Hold |
1,606
| – | – | 0.48% | 82 |
|
|
2020
Q2 | $321K | Buy |
+1,606
| New | +$321K | 0.48% | 82 |
|
|
2019
Q3 | – | Sell |
-1,192
| Closed | -$222K | – | 117 |
|
|
2019
Q2 | $222K | Sell |
1,192
-159
| -12% | -$29.6K | 0.48% | 102 |
|
|
2019
Q1 | $243K | Buy |
1,351
+21
| +2% | +$3.78K | 0.43% | 104 |
|
|
2018
Q4 | $200K | Sell |
1,330
-199
| -13% | -$29.9K | 0.42% | 109 |
|
|
2018
Q3 | $286K | Sell |
1,529
-211
| -12% | -$39.5K | 0.55% | 96 |
|
|
2018
Q2 | $306K | Buy |
1,740
+27
| +2% | +$4.75K | 0.59% | 88 |
|
|
2018
Q1 | $281K | Buy |
+1,713
| New | +$281K | 0.6% | 85 |
|