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Retirement Financial Solutions’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Retirement Financial Solutions’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-13
Closed -$2.61K – 242
2022
Q4 		$2.61K Buy
+13
New +$2.66K ﹤0.01% 200

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Retirement Financial Solutions's VBK Position: Q1 2023 in Review

Retirement Financial Solutions sold out of Vanguard Small-Cap Growth ETF (VBK) in Q1 2023, closing a stake of 13 shares — an estimated $2.61K sold.

Retirement Financial Solutions first reported a position in VBK in Q4 2022 and held it in 1 quarter. The position peaked at $2.61K in Q4 2022. 845 funds tracked by Wall St. Rank hold VBK as of Q1 2023.

  • Retirement Financial Solutions reported no remaining Vanguard Small-Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 13 Vanguard Small-Cap Growth ETF shares in Q1 2023, an estimated $2.61K.
  • Retirement Financial Solutions first reported a position in Vanguard Small-Cap Growth ETF in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's Vanguard Small-Cap Growth ETF position peaked at $2.61K in Q4 2022.
  • 845 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.