WealthPlan Investment Management’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 | $370K | Sell |
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|
2025
Q2 | $345K | Buy |
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|
2025
Q1 | $287K | Sell |
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|
2024
Q4 | $332K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $609K | Buy |
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|
2024
Q1 | $551K | Buy |
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|
2023
Q4 | $466K | Sell |
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|
2023
Q3 | $415K | Sell |
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|
2023
Q2 | $394K | Sell |
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|
2023
Q1 | $457K | Sell |
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|
2022
Q4 | $2.02M | Sell |
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|
2022
Q3 | $1.97M | Buy |
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|
2022
Q1 | $2.37M | Buy |
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