West Oak Capital’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 | – | Sell |
-490
| Closed | -$1.23K | – | 319 |
|
2025
Q1 | $1.23K | Hold |
490
| – | – | 0.05% | 134 |
|
2024
Q4 | $1.37M | Hold |
490
| – | – | 0.05% | 129 |
|
2024
Q3 | $1.31K | Sell |
490
-130
| -21% | -$348 | 0.02% | 137 |
|
2024
Q2 | $155K | Hold |
620
| – | – | 0.06% | 132 |
|
2024
Q1 | $162K | Hold |
620
| – | – | 0.07% | 132 |
|
2023
Q4 | $145K | Hold |
620
| – | – | 0.07% | 132 |
|
2023
Q3 | $133K | Hold |
620
| – | – | 0.07% | 133 |
|
2023
Q2 | $142K | Hold |
620
| – | – | 0.07% | 128 |
|
2023
Q1 | $134K | Buy |
620
+130
| +27% | +$28.1K | 0.07% | 132 |
|
2022
Q4 | $98K | Sell |
490
-130
| -21% | -$26K | 0.05% | 137 |
|
2022
Q3 | $121K | Hold |
620
| – | – | 0.07% | 129 |
|
2022
Q2 | $122K | Sell |
620
-18
| -3% | -$3.54K | 0.06% | 136 |
|
2022
Q1 | $158K | Hold |
638
| – | – | 0.07% | 132 |
|
2021
Q4 | $180K | Hold |
638
| – | – | 0.07% | 131 |
|
2021
Q3 | $179K | Buy |
638
+18
| +3% | +$5.05K | 0.07% | 131 |
|
2021
Q2 | $180K | Hold |
620
| – | – | 0.07% | 132 |
|
2021
Q1 | $170K | Hold |
620
| – | – | 0.07% | 131 |
|
2020
Q4 | $166K | Buy |
+620
| New | +$166K | 0.08% | 122 |
|