AWM
Aspire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $497K | Sell |
1,857
-1,792
| -49% | -$479K | 0.27% | 60 |
|
|
2024
Q2 | $913K | Sell |
3,649
-1,582
| -30% | -$396K | 0.52% | 40 |
|
|
2024
Q1 | $1.36M | Sell |
5,231
-409
| -7% | -$107K | 0.82% | 25 |
|
|
2023
Q4 | $1.36M | Buy |
5,640
+15
| +0.3% | +$3.63K | 0.93% | 23 |
|
|
2023
Q3 | $1.2M | Buy |
5,625
+2
| +0% | +$428 | 0.92% | 25 |
|
|
2023
Q2 | $1.29M | Buy |
5,623
+64
| +1% | +$14.7K | 0.98% | 24 |
|
|
2023
Q1 | $1.2M | Buy |
5,559
+73
| +1% | +$15.8K | 0.98% | 24 |
|
|
2022
Q4 | $1.1M | Sell |
5,486
-375
| -6% | -$75.2K | 0.96% | 23 |
|
|
2022
Q3 | $1.14M | Sell |
5,861
-5
| -0.1% | -$976 | 1.08% | 22 |
|
|
2022
Q2 | $1.16M | Buy |
5,866
+121
| +2% | +$23.8K | 1.07% | 23 |
|
|
2022
Q1 | $1.43M | Buy |
5,745
+176
| +3% | +$43.7K | 1.13% | 22 |
|
|
2021
Q4 | $1.57M | Buy |
+5,569
| New | +$1.57M | 1.27% | 20 |
|