Sequoia Financial Advisors’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
2026 Q1	$2.9M	Sell	9,607 -673	-7%	-$212K	0.02%	471
2025 Q4	$3.11M	Sell	10,280 -1,350	-12%	-$407K	0.02%	442
2025 Q3	$3.46M	Buy	11,630 +9,155	+370%	+$2.64M	0.02%	381
2025 Q2	$685K	Buy	2,475 +5	+0.2%	+$1.29K	﹤0.01%	858
2025 Q1	$622K	Sell	2,470 -14	-0.6%	-$3.88K	﹤0.01%	776
2024 Q4	$696K	Buy	2,484 +369	+17%	+$104K	0.01%	696
2024 Q3	$566K	Buy	2,115 +237	+13%	+$60.7K	0.01%	707
2024 Q2	$470K	Sell	1,878 -163	-8%	-$40.7K	0.01%	709
2024 Q1	$532K	Sell	2,041 -121	-6%	-$29.7K	0.01%	666
2023 Q4	$523K	Buy	+2,162	New	+$469K	0.01%	717
2022 Q2	–	Sell	-1,424	Closed	-$353K	–	683
2022 Q1	$353K	Buy	1,424 +409	+40%	+$101K	0.01%	444
2021 Q4	$286K	Buy	+1,015	New	+$291K	0.01%	454
2015 Q2	–	Sell	-2,141	Closed	-$282K	–	201
2015 Q1	$282K	Sell	2,141 -550	-20%	-$71.2K	0.13%	138
2014 Q4	$339K	Sell	2,691 -576	-18%	-$70.8K	0.23%	98
2014 Q3	$393K	Sell	3,267 -625	-16%	-$77.5K	0.27%	91
2014 Q2	$496K	Sell	3,892 -538	-12%	-$65.3K	0.38%	67
2014 Q1	$550K	Sell	4,430 -975	-18%	-$121K	0.46%	63
2013 Q4	$661K	Buy	+5,405	New	+$638K	0.55%	48