Waller Financial Planning Group’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
Q3 | $638K | Sell |
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|
2025
Q2 | $598K | Sell |
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|
2025
Q1 | $692K | Sell |
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|
2024
Q4 | $794K | Sell |
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|
2024
Q3 | $890K | Buy |
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|
2024
Q2 | $819K | Sell |
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|
2024
Q1 | $873K | Sell |
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|
2023
Q4 | $848K | Buy |
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|
2023
Q3 | $717K | Sell |
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|
2023
Q2 | $779K | Sell |
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|
2023
Q1 | $753K | Sell |
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|
2022
Q4 | $819K | Sell |
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|
2022
Q3 | $1.18M | Buy |
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|
2022
Q2 | $1.14M | Sell |
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|
2022
Q1 | $1.49M | Buy |
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|
2021
Q4 | $1.66M | Sell |
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|
2021
Q3 | $1.79M | Hold |
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|
2021
Q2 | $1.85M | Sell |
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|
2021
Q1 | $1.81M | Sell |
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|
2020
Q4 | $1.82M | Sell |
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|
2020
Q3 | $1.49M | Hold |
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|
2020
Q2 | $1.39M | Sell |
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|
2020
Q1 | $1.24M | Sell |
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|
2019
Q4 | $1.92M | Sell |
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|
2019
Q3 | $1.82M | Buy |
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|
2019
Q2 | $1.84M | Sell |
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|
2019
Q1 | $1.93M | Sell |
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|
2018
Q4 | $1.69M | Buy |
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