SGK
Steigerwald Gordon & Koch’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 | $201K | Buy |
+726
| New | +$201K | 0.02% | 123 |
|
|
2025
Q1 | – | Sell |
-746
| Closed | -$209K | – | 127 |
|
|
2024
Q4 | $209K | Sell |
746
-50
| -6% | -$14K | 0.02% | 123 |
|
|
2024
Q3 | $213K | Sell |
796
-40
| -5% | -$10.7K | 0.02% | 123 |
|
|
2024
Q2 | $209K | Sell |
836
-30
| -3% | -$7.5K | 0.03% | 118 |
|
|
2024
Q1 | $226K | Hold |
866
| – | – | 0.03% | 116 |
|
|
2023
Q4 | $209K | Buy |
+866
| New | +$209K | 0.03% | 115 |
|
|
2022
Q2 | – | Sell |
-845
| Closed | -$210K | – | 115 |
|
|
2022
Q1 | $210K | Hold |
845
| – | – | 0.03% | 110 |
|
|
2021
Q4 | $238K | Hold |
845
| – | – | 0.04% | 108 |
|
|
2021
Q3 | $237K | Buy |
845
+10
| +1% | +$2.81K | 0.04% | 101 |
|
|
2021
Q2 | $242K | Hold |
835
| – | – | 0.04% | 98 |
|
|
2021
Q1 | $229K | Sell |
835
-175
| -17% | -$48K | 0.04% | 97 |
|
|
2020
Q4 | $270K | Hold |
1,010
| – | – | 0.05% | 91 |
|
|
2020
Q3 | $217K | Sell |
1,010
-319
| -24% | -$68.5K | 0.05% | 94 |
|
|
2020
Q2 | $265K | Hold |
1,329
| – | – | 0.07% | 79 |
|
|
2020
Q1 | $200K | Buy |
+1,329
| New | +$200K | 0.07% | 82 |
|