AWM
Accel Wealth Management’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 | $2.23M | Buy |
8,044
+332
| +4% | +$91.9K | 0.74% | 32 |
|
|
2025
Q1 | $1.94M | Buy |
7,712
+843
| +12% | +$212K | 0.7% | 39 |
|
|
2024
Q4 | $1.92M | Buy |
6,869
+544
| +9% | +$152K | 0.73% | 35 |
|
|
2024
Q3 | $1.69M | Buy |
6,325
+631
| +11% | +$169K | 0.63% | 45 |
|
|
2024
Q2 | $1.42M | Buy |
5,694
+508
| +10% | +$127K | 0.57% | 48 |
|
|
2024
Q1 | $1.35M | Sell |
5,186
-1,469
| -22% | -$383K | 0.57% | 46 |
|
|
2023
Q4 | $1.61M | Buy |
6,655
+209
| +3% | +$50.5K | 0.81% | 34 |
|
|
2023
Q3 | $1.38M | Sell |
6,446
-138
| -2% | -$29.6K | 0.77% | 41 |
|
|
2023
Q2 | $1.51M | Buy |
6,584
+66
| +1% | +$15.2K | 0.83% | 37 |
|
|
2023
Q1 | $1.41M | Sell |
6,518
-209
| -3% | -$45.2K | 0.58% | 50 |
|
|
2022
Q4 | $1.35M | Sell |
6,727
-148
| -2% | -$29.7K | 0.65% | 43 |
|
|
2022
Q3 | $1.43M | Buy |
6,875
+5
| +0.1% | +$1.04K | 0.77% | 33 |
|
|
2022
Q2 | $1.39M | Sell |
6,870
-344
| -5% | -$69.8K | 0.8% | 34 |
|
|
2022
Q1 | $1.81M | Buy |
7,214
+149
| +2% | +$37.4K | 0.94% | 26 |
|
|
2021
Q4 | $1.99M | Buy |
7,065
+1,172
| +20% | +$330K | 0.98% | 27 |
|
|
2021
Q3 | $1.65M | Buy |
5,893
+358
| +6% | +$100K | 1.07% | 22 |
|
|
2021
Q2 | $1.6M | Buy |
5,535
+427
| +8% | +$124K | 1.06% | 19 |
|
|
2021
Q1 | $1.4M | Buy |
5,108
+595
| +13% | +$163K | 1.14% | 20 |
|
|
2020
Q4 | $1.21M | Buy |
+4,513
| New | +$1.21M | 1.13% | 17 |
|