Stonebridge Financial Planning 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 | $949K | Sell |
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|
2025
Q1 | $959K | Buy |
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|
2024
Q4 | $986K | Buy |
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|
2024
Q3 | $827K | Hold |
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|
2024
Q2 | $774K | Sell |
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|
2024
Q1 | $955K | Buy |
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|
2023
Q4 | $717K | Buy |
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|
2023
Q3 | $623K | Buy |
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|
2023
Q2 | $505K | Buy |
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|
2023
Q1 | $412K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $413K | Sell |
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|
2022
Q1 | $597K | Sell |
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|
2021
Q4 | $622K | Buy |
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|
2021
Q3 | $788K | Sell |
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|
2021
Q2 | $824K | Buy |
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|
2021
Q1 | $601K | Buy |
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|
2020
Q4 | $348K | Sell |
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|
2020
Q3 | $332K | Sell |
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|
2020
Q2 | $459K | Sell |
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|
2020
Q1 | $410K | Sell |
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|
2019
Q4 | $785K | Buy |
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