RKL Wealth Management’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 | $530K | Hold |
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|
2025
Q1 | $482K | Hold |
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|
2024
Q4 | $536K | Hold |
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|
2024
Q3 | $512K | Sell |
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|
2024
Q2 | $480K | Sell |
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|
2024
Q1 | $572K | Sell |
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|
2023
Q4 | $532K | Sell |
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|
2023
Q3 | $476K | Buy |
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|
2023
Q2 | $475K | Sell |
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|
2023
Q1 | $456K | Buy |
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|
2022
Q4 | $422K | Sell |
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|
2022
Q3 | $411K | Hold |
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|
2022
Q2 | $415K | Sell |
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|
2022
Q1 | $525K | Hold |
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|
2021
Q4 | $596K | Sell |
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|
2021
Q3 | $610K | Hold |
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|
2021
Q2 | $631K | Hold |
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|
2021
Q1 | $598K | Hold |
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|
2020
Q4 | $583K | Hold |
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|
2020
Q3 | $468K | Hold |
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|
2020
Q2 | $434K | Hold |
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|
2020
Q1 | $327K | Hold |
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|
2019
Q4 | $432K | Sell |
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|
2019
Q3 | $433K | Hold |
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|
2019
Q2 | $442K | Sell |
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|
2019
Q1 | $450K | Buy |
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|
2018
Q4 | $367K | Sell |
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|
2018
Q3 | $489K | Sell |
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|
2018
Q2 | $460K | Buy |
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|
2018
Q1 | $430K | Sell |
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|
2017
Q4 | $499K | Sell |
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|
2017
Q3 | $535K | Buy |
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|
2017
Q2 | $510K | Buy |
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