SOA Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.79M | Sell |
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|
2025
Q2 | $2.83M | Sell |
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|
2025
Q1 | $3.11M | Sell |
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|
2024
Q4 | $3.49M | Sell |
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|
2024
Q3 | $3.37M | Sell |
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|
2024
Q2 | $3.21M | Sell |
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|
2024
Q1 | $3.72M | Buy |
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|
2023
Q4 | $3.44M | Buy |
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|
2023
Q3 | $2.93M | Sell |
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|
2023
Q2 | $3.17M | Sell |
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|
2023
Q1 | $3.01M | Sell |
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|
2022
Q4 | $2.87M | Buy |
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|
2022
Q3 | $2.74M | Buy |
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|
2022
Q2 | $2.11M | Buy |
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|
2022
Q1 | $595K | Buy |
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|
2021
Q4 | $467K | Hold |
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|
2021
Q3 | $463K | Hold |
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|
2021
Q2 | $479K | Hold |
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|
2021
Q1 | $454K | Buy |
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|
2020
Q4 | $492K | Buy |
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