SFMG
Sage Financial Management Group’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 | $243K | Sell |
877
-42
| -5% | -$11.6K | 0.08% | 51 |
|
|
2025
Q1 | $231K | Hold |
919
| – | – | 0.08% | 50 |
|
|
2024
Q4 | $257K | Hold |
919
| – | – | 0.1% | 47 |
|
|
2024
Q3 | $246K | Buy |
+919
| New | +$246K | 0.1% | 47 |
|
|
2024
Q2 | – | Sell |
-853
| Closed | -$222K | – | 45 |
|
|
2024
Q1 | $222K | Sell |
853
-65
| -7% | -$16.9K | 0.11% | 51 |
|
|
2023
Q4 | $222K | Buy |
+918
| New | +$222K | 0.12% | 45 |
|
|
2021
Q2 | – | Sell |
-254
| Closed | -$70K | – | 109 |
|
|
2021
Q1 | $70K | Buy |
+254
| New | +$70K | 0.05% | 50 |
|