WealthPlan Investment Management’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 | $345K | Buy |
1,245
+104
| +9% | +$28.8K | 0.03% | 274 |
|
|
2025
Q1 | $287K | Sell |
1,141
-44
| -4% | -$11.1K | 0.03% | 227 |
|
|
2024
Q4 | $332K | Buy |
+1,185
| New | +$332K | 0.03% | 208 |
|
|
2024
Q3 | – | Sell |
-2,436
| Closed | -$609K | – | 259 |
|
|
2024
Q2 | $609K | Buy |
2,436
+323
| +15% | +$80.8K | 0.09% | 113 |
|
|
2024
Q1 | $551K | Buy |
2,113
+185
| +10% | +$48.2K | 0.08% | 118 |
|
|
2023
Q4 | $466K | Sell |
1,928
-11
| -0.6% | -$2.66K | 0.07% | 126 |
|
|
2023
Q3 | $415K | Sell |
1,939
-143
| -7% | -$30.6K | 0.07% | 122 |
|
|
2023
Q2 | $394K | Sell |
2,082
-29
| -1% | -$5.5K | 0.12% | 103 |
|
|
2023
Q1 | $457K | Sell |
2,111
-6,843
| -76% | -$1.48M | 0.08% | 120 |
|
|
2022
Q4 | $2.02M | Sell |
8,954
-617
| -6% | -$139K | 0.14% | 121 |
|
|
2022
Q3 | $1.97M | Buy |
+9,571
| New | +$1.97M | 0.14% | 113 |
|
|
2022
Q1 | $2.37M | Buy |
+10,722
| New | +$2.37M | 0.16% | 109 |
|