RIA
Retirement Investment Advisors’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 | $16.4M | Buy |
59,263
+791
| +1% | +$219K | 1.48% | 11 |
|
2025
Q1 | $14.7M | Buy |
58,472
+1,909
| +3% | +$481K | 1.49% | 11 |
|
2024
Q4 | $15.8M | Buy |
56,563
+4,179
| +8% | +$1.17M | 1.67% | 11 |
|
2024
Q3 | $14M | Buy |
52,384
+4,359
| +9% | +$1.17M | 1.53% | 10 |
|
2024
Q2 | $12M | Buy |
+48,025
| New | +$12M | 1.46% | 10 |
|
2023
Q4 | $10.1M | Sell |
41,877
-31,865
| -43% | -$7.7M | 1.45% | 11 |
|
2023
Q3 | $15.8M | Buy |
73,742
+19,296
| +35% | +$4.13M | 1.44% | 10 |
|
2023
Q2 | $12.5M | Buy |
54,446
+20,042
| +58% | +$4.6M | 1.5% | 10 |
|
2023
Q1 | $7.45M | Buy |
34,404
+26,260
| +322% | +$5.68M | 1.33% | 12 |
|
2022
Q4 | $1.63M | Buy |
+8,144
| New | +$1.63M | 1.06% | 15 |
|