Tobias Financial Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Buy |
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2025
Q1 | $1.21M | Buy |
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|
2024
Q4 | $770K | Sell |
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|
2024
Q3 | $793K | Buy |
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|
2024
Q2 | $742K | Hold |
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|
2024
Q1 | $773K | Hold |
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|
2023
Q4 | $717K | Buy |
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|
2023
Q3 | $552K | Sell |
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|
2023
Q2 | $612K | Buy |
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|
2023
Q1 | $540K | Sell |
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|
2022
Q4 | $520K | Buy |
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|
2022
Q3 | $398K | Sell |
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|
2022
Q2 | $711K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $38K | Buy |
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