ProVise Management Group’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 | $585K | Sell |
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|
2025
Q1 | $606K | Sell |
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|
2024
Q4 | $682K | Sell |
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|
2024
Q3 | $738K | Hold |
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|
2024
Q2 | $690K | Sell |
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|
2024
Q1 | $828K | Sell |
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|
2023
Q4 | $780K | Hold |
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|
2023
Q3 | $691K | Sell |
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|
2023
Q2 | $749K | Sell |
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|
2023
Q1 | $715K | Buy |
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|
2022
Q4 | $661K | Sell |
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|
2022
Q3 | $737K | Buy |
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|
2022
Q2 | $722K | Sell |
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|
2022
Q1 | $1.09M | Sell |
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|
2021
Q4 | $1.36M | Sell |
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|
2021
Q3 | $1.35M | Hold |
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|
2021
Q2 | $1.4M | Sell |
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|
2021
Q1 | $3.63M | Sell |
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|
2020
Q4 | $3.61M | Buy |
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|
2020
Q3 | $2.6M | Sell |
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|
2020
Q2 | $2.51M | Hold |
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|
2020
Q1 | $1.89M | Hold |
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|
2019
Q4 | $2.5M | Hold |
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|
2019
Q3 | $2.29M | Sell |
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|
2019
Q2 | $2.51M | Sell |
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|
2019
Q1 | $2.45M | Buy |
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|
2018
Q4 | $2.03M | Sell |
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|
2018
Q3 | $2.61M | Sell |
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|
2018
Q2 | $2.53K | Sell |
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|
2018
Q1 | $2.5M | Sell |
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|
2017
Q4 | $2.57M | Buy |
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|
2017
Q3 | $2.44M | Sell |
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|
2017
Q2 | $2.43M | Buy |
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|
2017
Q1 | $2.34M | Buy |
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|
2016
Q4 | $2.17M | Buy |
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|
2016
Q3 | $2.15M | Buy |
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|
2016
Q2 | $2.02M | Sell |
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|
2016
Q1 | $2M | Buy |
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|
2015
Q4 | $2.01M | Buy |
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|
2015
Q3 | $1.77M | Buy |
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|
2015
Q2 | $1.97M | Buy |
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|
2015
Q1 | $1.85M | Buy |
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|
2014
Q4 | $1.72M | Buy |
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|
2014
Q3 | $1.28M | Hold |
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|
2014
Q2 | $1.36M | Hold |
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|
2014
Q1 | $1.32M | Buy |
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|
2013
Q4 | $971K | Hold |
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|
2013
Q3 | $909K | Hold |
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|
2013
Q2 | $818K | Buy |
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