Regent Peak Wealth Advisors’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 | $394K | Buy |
|
|||||
|
2025
Q1 | $334K | Sell |
|
|||||
|
2024
Q4 | $379K | Hold |
|
|||||
|
2024
Q3 | $362K | Sell |
|
|||||
|
2024
Q2 | $430K | Buy |
|
|||||
|
2024
Q1 | $398K | Sell |
|
|||||
|
2023
Q4 | $416K | Sell |
|
|||||
|
2023
Q3 | $391K | Sell |
|
|||||
|
2023
Q2 | $422K | Sell |
|
|||||
|
2023
Q1 | $459K | Sell |
|
|||||
|
2022
Q4 | $475K | Buy |
|
|||||
|
2022
Q3 | $423K | Sell |
|
|||||
|
2022
Q2 | $432K | Hold |
|
|||||
|
2022
Q1 | $545K | Sell |
|
|||||
|
2021
Q4 | $637K | Buy |
|
|||||
|
2021
Q3 | $625K | Hold |
|
|||||
|
2021
Q2 | $638K | Buy |
|
|||||
|
2021
Q1 | $608K | Sell |
|
|||||
|
2020
Q4 | $594K | Buy |
|
|||||
|
2020
Q3 | $474K | Sell |
|
|||||
|
2020
Q2 | $458K | Sell |
|
|||||
|
2020
Q1 | $397K | Sell |
|
|||||
|
2019
Q4 | $628K | Buy |
|