PP
Prosperity Planning’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.22M | Buy |
18,841
+579
| +3% | +$160K | 1.51% | 19 |
|
|
2025
Q1 | $4.6M | Buy |
18,262
+68
| +0.4% | +$17.1K | 1.44% | 19 |
|
|
2024
Q4 | $5.1M | Sell |
18,194
-418
| -2% | -$117K | 1.63% | 16 |
|
|
2024
Q3 | $4.98M | Buy |
18,612
+20
| +0.1% | +$5.35K | 1.58% | 17 |
|
|
2024
Q2 | $4.65M | Buy |
18,592
+284
| +2% | +$71K | 1.59% | 16 |
|
|
2024
Q1 | $4.77M | Buy |
18,308
+887
| +5% | +$231K | 1.65% | 16 |
|
|
2023
Q4 | $4.21M | Buy |
17,421
+1,013
| +6% | +$245K | 1.58% | 16 |
|
|
2023
Q3 | $3.51M | Buy |
16,408
+707
| +5% | +$151K | 1.47% | 16 |
|
|
2023
Q2 | $3.61M | Buy |
15,701
+1,099
| +8% | +$252K | 1.49% | 16 |
|
|
2023
Q1 | $3.16M | Buy |
14,602
+981
| +7% | +$212K | 1.38% | 19 |
|
|
2022
Q4 | $2.82M | Hold |
13,621
| – | – | 1.39% | 20 |
|
|
2022
Q3 | $2.66M | Buy |
13,621
+3,789
| +39% | +$739K | 1.39% | 20 |
|
|
2022
Q2 | $2.55M | Hold |
9,832
| – | – | 1.3% | 22 |
|
|
2022
Q1 | $2.95M | Hold |
9,832
| – | – | 1.44% | 21 |
|
|
2021
Q4 | $2.77M | Buy |
9,832
+876
| +10% | +$247K | 1.4% | 21 |
|
|
2021
Q3 | $2.51M | Buy |
8,956
+317
| +4% | +$88.8K | 1.37% | 22 |
|
|
2021
Q2 | $2.5M | Buy |
8,639
+699
| +9% | +$203K | 1.55% | 21 |
|
|
2021
Q1 | $2.18M | Buy |
7,940
+650
| +9% | +$179K | 1.55% | 22 |
|
|
2020
Q4 | $1.95M | Buy |
+7,290
| New | +$1.95M | 1.65% | 21 |
|