Concord Wealth Partners Vanguard Small Cap Growth ETF Transaction History

Concord Wealth Partners

$710 Million
Q3 2025

A detailed history of Concord Wealth Partners transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Concord Wealth Partners holds 528 shares of VBK stock, worth $154,022. This represents 0.02% of its overall portfolio holdings.

Number of Shares

528

Previous 378 39.68%

Holding current value

$154,022

Previous $104,000 50.96%

% of portfolio

0.02%

Previous 0.02%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$276.51 - $305.12 $41,476 - $45,768	150 Added 39.68%	528 $157,000
Q2 2025 Jul 25, 2025	SELL	$219.76 - $276.94 $6,373 - $8,031	-29 Reduced 7.13%	378 $104,000
Q1 2024 Apr 30, 2024	SELL	$231.0 - $260.72 $3,003 - $3,389	-13 Reduced 3.1%	407 $106,000
Q3 2023 Oct 25, 2023	BUY	$210.59 - $239.48 $5,896 - $6,705	28 Added 7.14%	420 $89,000
Q2 2023 Aug 07, 2023	BUY	$209.12 - $229.74 $7,737 - $8,500	37 Added 10.42%	392 $90,000

Q1 2023 Apr 26, 2023	BUY	$198.77 - $233.54 $9,938 - $11,677	50 Added 16.39%	355 $76,000
Q4 2022 Jan 27, 2023	BUY	$192.0 - $216.09 $58,560 - $65,907	305 New	305 $61,000
Q1 2022 Apr 20, 2022	SELL	$224.28 - $282.83 $3,364 - $4,242	-15 Reduced 4.25%	338 $84,000
Q4 2021 Jan 21, 2022	BUY	$269.22 - $305.79 $87,227 - $99,075	324 Added 1117.24%	353 $99,000
Q3 2021 Nov 09, 2021	SELL	$273.65 - $297.37 $16,419 - $17,842	-60 Reduced 67.42%	29 $8,000
Q2 2021 Jul 29, 2021	SELL	$260.67 - $292.07 $521 - $584	-2 Reduced 2.2%	89 $26,000
Q1 2021 May 13, 2021	SELL	$262.76 - $302.04 $1,051 - $1,208	-4 Reduced 4.21%	91 $25,000
Q4 2020 Feb 16, 2021	BUY	$216.78 - $272.28 $20,594 - $25,866	95 New	95 $25,000

Others Institutions Holding VBK

# of Institutions

1,278

Shares Held

45.1M

Call Options Held

45.8K

Put Options Held

26K

View Full List

About VANGUARD SMALL-CAP GROWTH ETF

Ticker VBK
Sector ETFs
Industry ETFs

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Concord Wealth Partners Vanguard Small Cap Growth ETF Transaction History