Principle Wealth Partners’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
Q3 | $393K | Hold |
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|
2025
Q2 | $366K | Sell |
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|
2025
Q1 | $607K | Sell |
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|
2024
Q4 | $684K | Sell |
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|
2024
Q3 | $671K | Buy |
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|
2024
Q2 | $498K | Buy |
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|
2024
Q1 | $370K | Buy |
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|
2023
Q4 | $324K | Buy |
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|
2023
Q3 | $282K | Buy |
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|
2023
Q2 | $289K | Hold |
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|
2023
Q1 | $272K | Hold |
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|
2022
Q4 | $252K | Hold |
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|
2022
Q3 | $245 | Sell |
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|
2022
Q2 | $912K | Sell |
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|
2022
Q1 | $1.43M | Buy |
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|
2021
Q4 | $574K | Buy |
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|
2021
Q3 | $570K | Sell |
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|
2021
Q2 | $607K | Sell |
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|
2021
Q1 | $679K | Buy |
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|
2020
Q4 | $653K | Buy |
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