AWM
Aviso 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
Q2 | $647K | Hold |
2,335
| – | – | 0.3% | 78 |
|
|
2025
Q1 | $588K | Sell |
2,335
-145
| -6% | -$36.5K | 0.31% | 83 |
|
|
2024
Q4 | $694K | Hold |
2,480
| – | – | 0.35% | 73 |
|
|
2024
Q3 | $663K | Hold |
2,480
| – | – | 0.36% | 74 |
|
|
2024
Q2 | $620K | Hold |
2,480
| – | – | 0.37% | 71 |
|
|
2024
Q1 | $646K | Hold |
2,480
| – | – | 0.41% | 61 |
|
|
2023
Q4 | $599K | Buy |
+2,480
| New | +$599K | 0.43% | 59 |
|