WealthSource Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $630K | Hold |
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|
2023
Q3 | $558K | Hold |
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|
2023
Q2 | $599K | Sell |
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|
2023
Q1 | $609K | Buy |
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|
2022
Q4 | $517K | Sell |
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|
2022
Q3 | $555K | Buy |
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|
2022
Q2 | $520K | Sell |
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|
2022
Q1 | $662K | Sell |
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|
2021
Q4 | $994K | Buy |
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|
2021
Q3 | $857K | Buy |
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|
2021
Q2 | $703K | Sell |
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|
2021
Q1 | $723K | Sell |
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|
2020
Q4 | $959K | Buy |
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|
2020
Q3 | $766K | Sell |
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|
2020
Q2 | $715K | Buy |
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|
2020
Q1 | $525K | Sell |
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|
2019
Q4 | $891K | Sell |
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|
2019
Q3 | $858K | Buy |
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|
2019
Q2 | $405K | Buy |
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|
2019
Q1 | $303K | Buy |
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|
2018
Q4 | $224K | Buy |
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