Tobias Financial Advisors’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 | $1.99M | Buy |
7,169
+2,348
| +49% | +$650K | 0.34% | 49 |
|
|
2025
Q1 | $1.21M | Buy |
4,821
+2,073
| +75% | +$522K | 0.24% | 53 |
|
|
2024
Q4 | $770K | Sell |
2,748
-219
| -7% | -$61.3K | 0.15% | 59 |
|
|
2024
Q3 | $793K | Buy |
2,967
+2
| +0.1% | +$535 | 0.16% | 55 |
|
|
2024
Q2 | $742K | Hold |
2,965
| – | – | 0.16% | 55 |
|
|
2024
Q1 | $773K | Hold |
2,965
| – | – | 0.18% | 57 |
|
|
2023
Q4 | $717K | Buy |
2,965
+387
| +15% | +$93.6K | 0.17% | 56 |
|
|
2023
Q3 | $552K | Sell |
2,578
-86
| -3% | -$18.4K | 0.14% | 65 |
|
|
2023
Q2 | $612K | Buy |
2,664
+168
| +7% | +$38.6K | 0.16% | 61 |
|
|
2023
Q1 | $540K | Sell |
2,496
-95
| -4% | -$20.6K | 0.16% | 60 |
|
|
2022
Q4 | $520K | Buy |
2,591
+551
| +27% | +$110K | 0.17% | 61 |
|
|
2022
Q3 | $398K | Sell |
2,040
-1,570
| -43% | -$306K | 0.14% | 63 |
|
|
2022
Q2 | $711K | Buy |
+3,610
| New | +$711K | 0.24% | 53 |
|
|
2020
Q1 | – | Sell |
-193
| Closed | -$38K | – | 280 |
|
|
2019
Q4 | $38K | Buy |
+193
| New | +$38K | 0.02% | 108 |
|