SteelPeak Wealth’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Sell |
1,379
-240
| -15% | -$66.6K | 0.01% | 374 |
|
|
2025
Q1 | $408K | Sell |
1,619
-299
| -16% | -$75.3K | 0.02% | 360 |
|
|
2024
Q4 | $537K | Buy |
1,918
+798
| +71% | +$223K | 0.02% | 312 |
|
|
2024
Q3 | $299K | Hold |
1,120
| – | – | 0.01% | 380 |
|
|
2024
Q2 | $281K | Sell |
1,120
-100
| -8% | -$25.1K | 0.01% | 372 |
|
|
2024
Q1 | $318K | Sell |
1,220
-99
| -8% | -$25.8K | 0.02% | 338 |
|
|
2023
Q4 | $319K | Buy |
1,319
+99
| +8% | +$23.9K | 0.02% | 315 |
|
|
2023
Q3 | $261K | Buy |
1,220
+185
| +18% | +$39.6K | 0.02% | 340 |
|
|
2023
Q2 | $238K | Buy |
+1,035
| New | +$238K | 0.01% | 353 |
|
|
2022
Q1 | – | Sell |
-783
| Closed | -$221K | – | 450 |
|
|
2021
Q4 | $221K | Buy |
+783
| New | +$221K | 0.01% | 358 |
|