SFG
StrategIQ Financial Group’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $533K | Buy |
2,204
+191
| +9% | +$46.2K | 0.06% | 208 |
|
|
2023
Q3 | $431K | Buy |
2,013
+1
| +0% | +$214 | 0.05% | 224 |
|
|
2023
Q2 | $462K | Buy |
2,012
+79
| +4% | +$18.2K | 0.05% | 218 |
|
|
2023
Q1 | $418K | Buy |
1,933
+75
| +4% | +$16.2K | 0.05% | 213 |
|
|
2022
Q4 | $373K | Buy |
1,858
+16
| +0.9% | +$3.21K | 0.04% | 211 |
|
|
2022
Q3 | $359K | Buy |
1,842
+46
| +3% | +$8.97K | 0.05% | 210 |
|
|
2022
Q2 | $354K | Buy |
1,796
+445
| +33% | +$87.7K | 0.04% | 218 |
|
|
2022
Q1 | $335K | Buy |
1,351
+120
| +10% | +$29.8K | 0.04% | 237 |
|
|
2021
Q4 | $347K | Buy |
1,231
+305
| +33% | +$86K | 0.03% | 236 |
|
|
2021
Q3 | $260K | Buy |
926
+160
| +21% | +$44.9K | 0.05% | 190 |
|
|
2021
Q2 | $222K | Sell |
766
-60
| -7% | -$17.4K | 0.04% | 205 |
|
|
2021
Q1 | $227K | Buy |
826
+70
| +9% | +$19.2K | 0.05% | 195 |
|
|
2020
Q4 | $202K | Buy |
+756
| New | +$202K | 0.05% | 200 |
|