Planning Directions’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $406K | Sell |
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|
2025
Q1 | $2.14M | Buy |
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|
2024
Q4 | $443K | Buy |
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|
2024
Q3 | $419K | Sell |
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|
2024
Q2 | $400K | Buy |
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|
2024
Q1 | $400K | Sell |
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|
2023
Q4 | $395K | Sell |
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|
2023
Q3 | $352K | Sell |
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|
2023
Q2 | $397K | Sell |
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|
2023
Q1 | $377K | Sell |
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|
2022
Q4 | $361K | Sell |
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|
2022
Q3 | $460K | Sell |
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|
2022
Q2 | $535K | Sell |
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|
2022
Q1 | $775K | Sell |
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|
2021
Q4 | $1.08M | Buy |
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|
2021
Q3 | $1.02M | Buy |
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|
2021
Q2 | $987K | Buy |
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|
2021
Q1 | $904K | Sell |
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|
2020
Q4 | $915K | Sell |
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|
2020
Q3 | $743K | Buy |
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|
2020
Q2 | $672K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $628K | Buy |
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|
2019
Q3 | $560K | Buy |
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|
2019
Q2 | $509K | Buy |
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|
2019
Q1 | $477K | Buy |
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|
2018
Q4 | $390K | Sell |
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|
2018
Q3 | $486K | Sell |
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|
2018
Q2 | $462K | Buy |
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|
2018
Q1 | $385K | Buy |
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