SW
SkyOak Wealth’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 | $6.46M | Hold |
23,337
| – | – | 1.3% | 23 |
|
|
2025
Q1 | $5.88M | Buy |
23,337
+371
| +2% | +$93.4K | 1.29% | 23 |
|
|
2024
Q4 | $6.43M | Sell |
22,966
-66
| -0.3% | -$18.5K | 1.38% | 22 |
|
|
2024
Q3 | $6.16M | Sell |
23,032
-1,525
| -6% | -$408K | 1.36% | 19 |
|
|
2024
Q2 | $6.14M | Buy |
24,557
+70
| +0.3% | +$17.5K | 1.43% | 18 |
|
|
2024
Q1 | $6.38M | Buy |
24,487
+209
| +0.9% | +$54.5K | 1.53% | 17 |
|
|
2023
Q4 | $5.87M | Sell |
24,278
-532
| -2% | -$129K | 1.53% | 17 |
|
|
2023
Q3 | $5.31M | Sell |
24,810
-248
| -1% | -$53.1K | 1.55% | 17 |
|
|
2023
Q2 | $5.76M | Buy |
25,058
+352
| +1% | +$80.9K | 1.63% | 15 |
|
|
2023
Q1 | $5.35M | Sell |
24,706
-1,231
| -5% | -$266K | 1.63% | 14 |
|
|
2022
Q4 | $5.2M | Sell |
25,937
-1,604
| -6% | -$322K | 1.75% | 12 |
|
|
2022
Q3 | $5.37M | Buy |
27,541
+31
| +0.1% | +$6.05K | 1.93% | 11 |
|
|
2022
Q2 | $5.42M | Buy |
+27,510
| New | +$5.42M | 1.85% | 11 |
|
|
2020
Q1 | – | Sell |
-2,730
| Closed | -$542K | – | 297 |
|
|
2019
Q4 | $542K | Buy |
+2,730
| New | +$542K | 0.17% | 146 |
|