AF
Apexium Financial’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 | $230K | Sell |
830
-22
| -3% | -$6.1K | 0.01% | 258 |
|
2025
Q1 | $215K | Sell |
852
-15
| -2% | -$3.78K | 0.01% | 262 |
|
2024
Q4 | $243K | Sell |
867
-37
| -4% | -$10.4K | 0.01% | 233 |
|
2024
Q3 | $242K | Buy |
904
+50
| +6% | +$13.4K | 0.02% | 213 |
|
2024
Q2 | $214K | Sell |
854
-72
| -8% | -$18K | 0.02% | 210 |
|
2024
Q1 | $241K | Buy |
+926
| New | +$241K | 0.02% | 199 |
|
2020
Q1 | – | Sell |
-1,272
| Closed | -$253K | – | 82 |
|
2019
Q4 | $253K | Buy |
+1,272
| New | +$253K | 0.33% | 54 |
|