Avidian Wealth Enterprises’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 | $858K | Sell |
3,098
-574
| -16% | -$159K | 0.03% | 227 |
|
|
2025
Q1 | $925K | Sell |
3,672
-84
| -2% | -$21.2K | 0.04% | 205 |
|
|
2024
Q4 | $1.05M | Sell |
3,756
-392
| -9% | -$110K | 0.05% | 179 |
|
|
2024
Q3 | $1.11M | Sell |
4,148
-52
| -1% | -$13.9K | 0.05% | 171 |
|
|
2024
Q2 | $1.05M | Sell |
4,200
-564
| -12% | -$141K | 0.04% | 170 |
|
|
2024
Q1 | $1.24M | Sell |
4,764
-126
| -3% | -$32.8K | 0.06% | 136 |
|
|
2023
Q4 | $1.18M | Sell |
4,890
-1,161
| -19% | -$281K | 0.07% | 146 |
|
|
2023
Q3 | $1.3M | Sell |
6,051
-345
| -5% | -$73.9K | 0.09% | 137 |
|
|
2023
Q2 | $1.47M | Buy |
6,396
+1,348
| +27% | +$310K | 0.1% | 138 |
|
|
2023
Q1 | $1.09M | Buy |
+5,048
| New | +$1.09M | 0.06% | 189 |
|