Accretive Wealth Partners’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $942K | Sell |
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|
2025
Q1 | $869K | Buy |
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|
2024
Q4 | $950K | Sell |
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|
2024
Q3 | $952K | Sell |
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|
2024
Q2 | $891K | Sell |
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|
2024
Q1 | $887K | Sell |
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|
2023
Q4 | $915K | Sell |
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|
2023
Q3 | $820K | Hold |
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|
2023
Q2 | $880K | Hold |
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|
2023
Q1 | $829K | Hold |
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|
2022
Q4 | $768K | Sell |
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|
2022
Q3 | $781K | Hold |
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|
2022
Q2 | $789K | Hold |
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|
2022
Q1 | $994K | Sell |
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|
2021
Q4 | $1.15M | Hold |
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|
2021
Q3 | $1.14M | Buy |
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|
2021
Q2 | $1.18M | Hold |
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|
2021
Q1 | $1.12M | Buy |
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|
2020
Q4 | $1.09M | Buy |
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