United Advisor Group’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
Q2 | $509K | Buy |
1,838
+296
| +19% | +$82K | 0.09% | 219 |
|
|
2025
Q1 | $388K | Buy |
1,542
+333
| +28% | +$83.8K | 0.08% | 228 |
|
|
2024
Q4 | $339K | Sell |
1,209
-818
| -40% | -$229K | 0.07% | 272 |
|
|
2024
Q3 | $542K | Buy |
2,027
+947
| +88% | +$253K | 0.12% | 174 |
|
|
2024
Q2 | $270K | Buy |
1,080
+149
| +16% | +$37.3K | 0.08% | 218 |
|
|
2024
Q1 | $243K | Buy |
+931
| New | +$243K | 0.09% | 186 |
|