Strategic Family Wealth Counselors’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 | – | Sell |
-912
| Closed | -$230K | – | 148 |
|
|
2025
Q1 | $230K | Buy |
+912
| New | +$230K | 0.07% | 128 |
|
|
2024
Q1 | – | Sell |
-853
| Closed | -$206K | – | 122 |
|
|
2023
Q4 | $206K | Buy |
+853
| New | +$206K | 0.09% | 112 |
|
|
2022
Q1 | – | Sell |
-867
| Closed | -$244K | – | 107 |
|
|
2021
Q4 | $244K | Buy |
+867
| New | +$244K | 0.08% | 90 |
|