Wescott Financial Advisory Group’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
Q1 | – | Sell |
-804
| Closed | -$225K | – | 179 |
|
|
2024
Q4 | $225K | Hold |
804
| – | – | 0.02% | 160 |
|
|
2024
Q3 | $215K | Hold |
804
| – | – | 0.02% | 161 |
|
|
2024
Q2 | $201K | Sell |
804
-154
| -16% | -$38.5K | 0.02% | 161 |
|
|
2024
Q1 | $250K | Buy |
+958
| New | +$250K | 0.03% | 143 |
|
|
2022
Q2 | – | Sell |
-1,032
| Closed | -$256K | – | 141 |
|
|
2022
Q1 | $256K | Buy |
+1,032
| New | +$256K | 0.07% | 109 |
|