SIS
Strategic Investment Solutions’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 | $794K | Buy |
2,868
+1,018
| +55% | +$282K | 0.24% | 68 |
|
|
2025
Q1 | $466K | Buy |
1,850
+1,098
| +146% | +$276K | 0.14% | 72 |
|
|
2024
Q4 | $200K | Buy |
752
+211
| +39% | +$56.1K | 0.07% | 97 |
|
|
2024
Q3 | $145K | Hold |
541
| – | – | 0.04% | 111 |
|
|
2024
Q2 | $141K | Buy |
+541
| New | +$141K | 0.05% | 111 |
|
|
2023
Q4 | $98.5K | Sell |
407
-27,193
| -99% | -$6.58M | 0.02% | 325 |
|
|
2023
Q3 | $6.31M | Buy |
+27,600
| New | +$6.31M | 0.08% | 122 |
|