Retirement Planning Group (Kansas)’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.08M | Sell |
3,887
-1,193
| -23% | -$330K | 0.05% | 137 |
|
2025
Q1 | $1.28M | Sell |
5,080
-2,534
| -33% | -$638K | 0.06% | 110 |
|
2024
Q4 | $2.13M | Sell |
7,614
-3,479
| -31% | -$974K | 0.11% | 74 |
|
2024
Q3 | $2.97M | Buy |
11,093
+1,685
| +18% | +$451K | 0.16% | 66 |
|
2024
Q2 | $2.35M | Buy |
9,408
+5,839
| +164% | +$1.46M | 0.15% | 65 |
|
2024
Q1 | $931K | Buy |
3,569
+2,477
| +227% | +$646K | 0.07% | 106 |
|
2023
Q4 | $264K | Buy |
+1,092
| New | +$264K | 0.02% | 152 |
|