Wrenne Financial Planning’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 | $1.1M | Sell |
3,973
-3,161
| -44% | -$875K | 0.51% | 22 |
|
|
2025
Q1 | $1.8M | Buy |
7,134
+90
| +1% | +$22.7K | 0.95% | 19 |
|
|
2024
Q4 | $1.97M | Sell |
7,044
-1,052
| -13% | -$295K | 1.12% | 17 |
|
|
2024
Q3 | $2.16M | Buy |
8,096
+97
| +1% | +$25.9K | 1.29% | 17 |
|
|
2024
Q2 | $2M | Sell |
7,999
-422
| -5% | -$106K | 1.38% | 17 |
|
|
2024
Q1 | $2.2M | Sell |
8,421
-2,756
| -25% | -$719K | 1.62% | 16 |
|
|
2023
Q4 | $2.7M | Buy |
+11,177
| New | +$2.7M | 2.3% | 14 |
|