AWA
Aaron Wealth Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $16M | Sell |
57,801
-297
| -0.5% | -$82.3K | 1.64% | 14 |
|
2025
Q1 | $14.6M | Buy |
58,098
+2,632
| +5% | +$663K | 1.68% | 12 |
|
2024
Q4 | $15.5M | Buy |
55,466
+4,475
| +9% | +$1.25M | 1.8% | 12 |
|
2024
Q3 | $13.6M | Buy |
50,991
+8,894
| +21% | +$2.38M | 1.62% | 12 |
|
2024
Q2 | $10.5M | Buy |
42,097
+680
| +2% | +$170K | 1.46% | 13 |
|
2024
Q1 | $10.8M | Buy |
41,417
+1,772
| +4% | +$462K | 1.55% | 13 |
|
2023
Q4 | $9.58M | Buy |
39,645
+1,685
| +4% | +$407K | 1.59% | 14 |
|
2023
Q3 | $8.13M | Buy |
37,960
+2,762
| +8% | +$592K | 1.05% | 16 |
|
2023
Q2 | $8.09M | Buy |
35,198
+2,151
| +7% | +$494K | 1.05% | 18 |
|
2023
Q1 | $7.15M | Buy |
33,047
+8,028
| +32% | +$1.74M | 0.98% | 20 |
|
2022
Q4 | $5.02M | Sell |
25,019
-347
| -1% | -$69.6K | 0.73% | 28 |
|
2022
Q3 | $4.95M | Buy |
25,366
+2,182
| +9% | +$426K | 0.91% | 24 |
|
2022
Q2 | $4.57M | Sell |
23,184
-5,836,654
| -100% | -$1.15B | 1.15% | 20 |
|
2022
Q1 | $23.6M | Buy |
5,859,838
+5,837,436
| +26,058% | +$23.5M | 0.33% | 35 |
|
2021
Q4 | $6.31M | Sell |
22,402
-3,204
| -13% | -$903K | 1.76% | 13 |
|
2021
Q3 | $7.17M | Buy |
25,606
+3,292
| +15% | +$922K | 2.02% | 12 |
|
2021
Q2 | $6.47M | Buy |
22,314
+301
| +1% | +$87.2K | 2.13% | 12 |
|
2021
Q1 | $6.05M | Buy |
22,013
+1,018
| +5% | +$280K | 2.22% | 13 |
|
2020
Q4 | $5.62M | Buy |
+20,995
| New | +$5.62M | 2.06% | 15 |
|