Wealthspan Partners’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 | $340K | Sell |
1,229
-7
| -0.6% | -$1.94K | 0.14% | 87 |
|
|
2025
Q1 | $311K | Sell |
1,236
-23
| -2% | -$5.79K | 0.14% | 89 |
|
|
2024
Q4 | $353K | Hold |
1,259
| – | – | 0.17% | 81 |
|
|
2024
Q3 | $337K | Buy |
1,259
+135
| +12% | +$36.1K | 0.17% | 83 |
|
|
2024
Q2 | $281K | Buy |
1,124
+135
| +14% | +$33.8K | 0.16% | 84 |
|
|
2024
Q1 | $258K | Sell |
989
-21
| -2% | -$5.48K | 0.15% | 86 |
|
|
2023
Q4 | $244K | Buy |
1,010
+36
| +4% | +$8.7K | 0.17% | 75 |
|
|
2023
Q3 | $209K | Buy |
974
+8
| +0.8% | +$1.71K | 0.16% | 76 |
|
|
2023
Q2 | $222K | Sell |
966
-23
| -2% | -$5.28K | 0.18% | 73 |
|
|
2023
Q1 | $214K | Sell |
989
-25
| -2% | -$5.41K | 0.18% | 70 |
|
|
2022
Q4 | $203K | Sell |
1,014
-140
| -12% | -$28.1K | 0.19% | 69 |
|
|
2022
Q3 | $225K | Sell |
1,154
-68
| -6% | -$13.3K | 0.23% | 65 |
|
|
2022
Q2 | $241K | Sell |
1,222
-217
| -15% | -$42.8K | 0.25% | 61 |
|
|
2022
Q1 | $357K | Sell |
1,439
-492
| -25% | -$122K | 0.32% | 51 |
|
|
2021
Q4 | $544K | Buy |
+1,931
| New | +$544K | 0.48% | 39 |
|