Sound View Wealth Advisors Group’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 | $330K | Hold |
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|
2025
Q1 | $300K | Hold |
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|
2024
Q4 | $334K | Sell |
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|
2024
Q3 | $322K | Buy |
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|
2024
Q2 | $298K | Hold |
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|
2024
Q1 | $311K | Hold |
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|
2023
Q4 | $288K | Sell |
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|
2023
Q3 | $258K | Buy |
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|
2023
Q2 | $274K | Hold |
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|
2023
Q1 | $258K | Hold |
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|
2022
Q4 | $288K | Hold |
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|
2022
Q3 | $233K | Hold |
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|
2022
Q2 | $235K | Hold |
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|
2022
Q1 | $296K | Hold |
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|
2021
Q4 | $336K | Hold |
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|
2021
Q3 | $334K | Hold |
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|
2021
Q2 | $346K | Hold |
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|
2021
Q1 | $328K | Hold |
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|
2020
Q4 | $319K | Sell |
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|
2020
Q3 | $259K | Hold |
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|
2020
Q2 | $241K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $200K | Buy |
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