WBH Advisory’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 | $289K | Sell |
1,044
-139
| -12% | -$38.5K | 0.02% | 290 |
|
2025
Q1 | $298K | Buy |
1,183
+11
| +0.9% | +$2.77K | 0.03% | 276 |
|
2024
Q4 | $328K | Hold |
1,172
| – | – | 0.03% | 260 |
|
2024
Q3 | $313K | Hold |
1,172
| – | – | 0.03% | 260 |
|
2024
Q2 | $293K | Sell |
1,172
-13
| -1% | -$3.25K | 0.03% | 261 |
|
2024
Q1 | $309K | Buy |
1,185
+14
| +1% | +$3.65K | 0.03% | 260 |
|
2023
Q4 | $283K | Hold |
1,171
| – | – | 0.03% | 266 |
|
2023
Q3 | $251K | Hold |
1,171
| – | – | 0.03% | 267 |
|
2023
Q2 | $269K | Sell |
1,171
-13
| -1% | -$2.99K | 0.03% | 263 |
|
2023
Q1 | $256K | Buy |
+1,184
| New | +$256K | 0.03% | 268 |
|
2022
Q3 | $231K | Hold |
1,184
| – | – | 0.03% | 265 |
|
2022
Q2 | $240K | Hold |
1,184
| – | – | 0.03% | 278 |
|
2022
Q1 | $269K | Hold |
1,184
| – | – | 0.03% | 272 |
|
2021
Q4 | $334K | Hold |
1,184
| – | – | 0.04% | 256 |
|
2021
Q3 | $332K | Hold |
1,184
| – | – | 0.04% | 238 |
|
2021
Q2 | $336K | Hold |
1,184
| – | – | 0.05% | 212 |
|
2021
Q1 | $325K | Hold |
1,184
| – | – | 0.05% | 220 |
|
2020
Q4 | $341K | Hold |
1,184
| – | – | 0.06% | 203 |
|
2020
Q3 | $254K | Buy |
1,184
+15
| +1% | +$3.22K | 0.05% | 218 |
|
2020
Q2 | $233K | Buy |
+1,169
| New | +$233K | 0.06% | 218 |
|