Wells Trecaso Financial Group’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
Q2 | $1.74M | Buy |
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|
2025
Q1 | $1.56M | Buy |
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|
2024
Q4 | $1.74M | Sell |
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|
2024
Q3 | $1.66M | Sell |
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|
2024
Q2 | $1.56M | Sell |
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|
2024
Q1 | $1.68M | Hold |
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|
2023
Q4 | $1.56M | Sell |
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|
2023
Q3 | $1.39M | Sell |
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|
2023
Q2 | $1.51M | Sell |
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|
2023
Q1 | $1.42M | Sell |
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|
2022
Q4 | $1.32M | Buy |
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|
2022
Q3 | $1.29M | Buy |
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|
2022
Q2 | $1.23M | Hold |
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|
2022
Q1 | $1.55M | Buy |
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|
2021
Q4 | $1.74M | Buy |
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|
2021
Q3 | $1.72M | Sell |
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|
2021
Q2 | $1.8M | Sell |
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|
2021
Q1 | $1.72M | Sell |
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|
2020
Q4 | $1.71M | Sell |
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|
2020
Q3 | $1.45M | Buy |
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|
2020
Q2 | $1.15M | Buy |
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|
2020
Q1 | $865K | Buy |
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|
2019
Q4 | $1.14M | Buy |
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|
2019
Q3 | $1.04M | Sell |
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|
2019
Q2 | $1.07M | Sell |
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|
2019
Q1 | $1.15M | Sell |
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|
2018
Q4 | $974K | Sell |
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|
2018
Q3 | $1.71M | Buy |
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|
2018
Q2 | $560K | Hold |
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|
2018
Q1 | $522K | Buy |
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|
2017
Q4 | $339K | Buy |
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