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