Accurate 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
Q1 | – | Sell |
-780
| Closed | -$218K | – | 414 |
|
|
2024
Q4 | $218K | Sell |
780
-83
| -10% | -$23.2K | 0.04% | 354 |
|
|
2024
Q3 | $235K | Sell |
863
-6
| -0.7% | -$1.63K | 0.05% | 333 |
|
|
2024
Q2 | $227K | Sell |
869
-66
| -7% | -$17.2K | 0.05% | 295 |
|
|
2024
Q1 | $222K | Buy |
935
+44
| +5% | +$10.5K | 0.06% | 264 |
|
|
2023
Q4 | $209K | Sell |
891
-562
| -39% | -$132K | 0.07% | 260 |
|
|
2023
Q3 | $311K | Buy |
1,453
+171
| +13% | +$36.5K | 0.1% | 189 |
|
|
2023
Q2 | $302K | Buy |
1,282
+54
| +4% | +$12.7K | 0.09% | 200 |
|
|
2023
Q1 | $262K | Buy |
1,228
+5
| +0.4% | +$1.07K | 0.09% | 207 |
|
|
2022
Q4 | $254K | Buy |
+1,223
| New | +$254K | 0.09% | 189 |
|