SFPG
Stonebridge Financial Planning Group’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 | $949K | Sell |
3,428
-381
| -10% | -$106K | 0.4% | 75 |
|
|
2025
Q1 | $959K | Buy |
3,809
+290
| +8% | +$73K | 0.44% | 72 |
|
|
2024
Q4 | $986K | Buy |
3,519
+426
| +14% | +$119K | 0.44% | 65 |
|
|
2024
Q3 | $827K | Hold |
3,093
| – | – | 0.39% | 73 |
|
|
2024
Q2 | $774K | Sell |
3,093
-571
| -16% | -$143K | 0.39% | 73 |
|
|
2024
Q1 | $955K | Buy |
3,664
+698
| +24% | +$182K | 0.51% | 55 |
|
|
2023
Q4 | $717K | Buy |
2,966
+57
| +2% | +$13.8K | 0.41% | 69 |
|
|
2023
Q3 | $623K | Buy |
2,909
+711
| +32% | +$152K | 0.4% | 64 |
|
|
2023
Q2 | $505K | Buy |
2,198
+295
| +16% | +$67.8K | 0.31% | 76 |
|
|
2023
Q1 | $412K | Buy |
+1,903
| New | +$412K | 0.27% | 90 |
|
|
2022
Q3 | – | Sell |
-2,096
| Closed | -$413K | – | 122 |
|
|
2022
Q2 | $413K | Sell |
2,096
-310
| -13% | -$61.1K | 0.28% | 81 |
|
|
2022
Q1 | $597K | Sell |
2,406
-225
| -9% | -$55.8K | 0.33% | 63 |
|
|
2021
Q4 | $622K | Buy |
2,631
+35
| +1% | +$8.27K | 0.33% | 63 |
|
|
2021
Q3 | $788K | Sell |
2,596
-265
| -9% | -$80.4K | 0.39% | 57 |
|
|
2021
Q2 | $824K | Buy |
2,861
+717
| +33% | +$207K | 0.44% | 51 |
|
|
2021
Q1 | $601K | Buy |
2,144
+843
| +65% | +$236K | 0.35% | 57 |
|
|
2020
Q4 | $348K | Sell |
1,301
-140
| -10% | -$37.4K | 0.22% | 73 |
|
|
2020
Q3 | $332K | Sell |
1,441
-839
| -37% | -$193K | 0.24% | 68 |
|
|
2020
Q2 | $459K | Sell |
2,280
-317
| -12% | -$63.8K | 0.39% | 53 |
|
|
2020
Q1 | $410K | Sell |
2,597
-1,354
| -34% | -$214K | 0.41% | 51 |
|
|
2019
Q4 | $785K | Buy |
+3,951
| New | +$785K | 0.71% | 35 |
|