Summit Investment Advisory Services’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
Q1
Sell
-753
Closed -$211K 72
2024
Q4
$211K Buy
753
+1
+0.1% +$280 0.11% 67
2024
Q3
$201K Buy
+752
New +$201K 0.11% 69