Winch Advisory Services’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 | $4.99K | Hold |
18
| – | – | ﹤0.01% | 347 |
|
|
2025
Q1 | $4.54K | Buy |
18
+10
| +125% | +$2.52K | ﹤0.01% | 347 |
|
|
2024
Q4 | $2.24K | Buy |
+8
| New | +$2.24K | ﹤0.01% | 429 |
|
|
2020
Q3 | – | Sell |
-20
| Closed | -$4K | – | 412 |
|
|
2020
Q2 | $4K | Buy |
+20
| New | +$4K | ﹤0.01% | 281 |
|
|
2019
Q3 | – | Sell |
-37
| Closed | -$7K | – | 433 |
|
|
2019
Q2 | $7K | Hold |
37
| – | – | ﹤0.01% | 234 |
|
|
2019
Q1 | $7K | Hold |
37
| – | – | ﹤0.01% | 227 |
|
|
2018
Q4 | $6K | Hold |
37
| – | – | ﹤0.01% | 220 |
|
|
2018
Q3 | $7K | Hold |
37
| – | – | ﹤0.01% | 211 |
|
|
2018
Q2 | $6K | Buy |
37
+1
| +3% | +$162 | ﹤0.01% | 224 |
|
|
2018
Q1 | $6K | Hold |
36
| – | – | ﹤0.01% | 216 |
|
|
2017
Q4 | $6K | Hold |
36
| – | – | ﹤0.01% | 214 |
|
|
2017
Q3 | $6K | Sell |
36
-28,394
| -100% | -$4.73M | ﹤0.01% | 200 |
|
|
2017
Q2 | $4.14M | Buy |
28,430
+270
| +1% | +$39.3K | 2.61% | 15 |
|
|
2017
Q1 | $3.96M | Buy |
28,160
+1,276
| +5% | +$179K | 2.51% | 13 |
|
|
2016
Q4 | $3.58M | Buy |
26,884
+26,767
| +22,878% | +$3.56M | 2.46% | 14 |
|
|
2016
Q3 | $15K | Buy |
+117
| New | +$15K | 0.01% | 130 |
|
|
2015
Q3 | – | Sell |
-17,301
| Closed | -$2.32M | – | 281 |
|
|
2015
Q2 | $2.32M | Buy |
+17,301
| New | +$2.32M | 1.27% | 23 |
|
|
2014
Q3 | – | Sell |
-80
| Closed | -$10K | – | 260 |
|
|
2014
Q2 | $10K | Sell |
80
-5,862
| -99% | -$733K | 0.01% | 165 |
|
|
2014
Q1 | $738K | Buy |
+5,942
| New | +$738K | 0.47% | 47 |
|