Strategic Financial Partners’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 | $1.04M | Sell |
3,769
-11
| -0.3% | -$3.05K | 0.48% | 36 |
|
|
2025
Q1 | $952K | Sell |
3,780
-36
| -0.9% | -$9.06K | 0.5% | 36 |
|
|
2024
Q4 | $1.07M | Sell |
3,816
-52
| -1% | -$14.6K | 0.55% | 34 |
|
|
2024
Q3 | $1.03M | Buy |
3,868
+139
| +4% | +$37.2K | 0.53% | 33 |
|
|
2024
Q2 | $933K | Sell |
3,729
-132
| -3% | -$33K | 0.51% | 33 |
|
|
2024
Q1 | $1.01M | Buy |
3,861
+90
| +2% | +$23.5K | 0.56% | 33 |
|
|
2023
Q4 | $912K | Sell |
3,771
-206
| -5% | -$49.8K | 0.53% | 28 |
|
|
2023
Q3 | $852K | Sell |
3,977
-5
| -0.1% | -$1.07K | 0.52% | 29 |
|
|
2023
Q2 | $915K | Sell |
3,982
-10
| -0.3% | -$2.3K | 0.52% | 32 |
|
|
2023
Q1 | $864K | Sell |
3,992
-404
| -9% | -$87.4K | 0.53% | 31 |
|
|
2022
Q4 | $882K | Buy |
4,396
+37
| +0.8% | +$7.42K | 0.54% | 29 |
|
|
2022
Q3 | $851K | Sell |
4,359
-254
| -6% | -$49.6K | 0.54% | 25 |
|
|
2022
Q2 | $909K | Sell |
4,613
-90
| -2% | -$17.7K | 0.53% | 22 |
|
|
2022
Q1 | $1.17M | Sell |
4,703
-363
| -7% | -$90.1K | 0.59% | 20 |
|
|
2021
Q4 | $1.43M | Sell |
5,066
-223
| -4% | -$62.9K | 0.7% | 20 |
|
|
2021
Q3 | $1.48M | Buy |
5,289
+92
| +2% | +$25.8K | 0.8% | 19 |
|
|
2021
Q2 | $1.51M | Sell |
5,197
-59
| -1% | -$17.1K | 0.83% | 19 |
|
|
2021
Q1 | $1.44M | Sell |
5,256
-314
| -6% | -$86.3K | 0.86% | 19 |
|
|
2020
Q4 | $1.49M | Sell |
5,570
-13
| -0.2% | -$3.48K | 0.98% | 18 |
|
|
2020
Q3 | $1.2M | Sell |
5,583
-130
| -2% | -$27.9K | 0.94% | 19 |
|
|
2020
Q2 | $1.14M | Sell |
5,713
-1,243
| -18% | -$248K | 0.94% | 19 |
|
|
2020
Q1 | $1.05M | Sell |
6,956
-474
| -6% | -$71.3K | 1.11% | 18 |
|
|
2019
Q4 | $1.48M | Buy |
+7,430
| New | +$1.48M | 1.21% | 15 |
|