Axxcess 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 | $716K | Buy |
+2,585
| New | +$716K | 0.02% | 506 |
|
|
2025
Q1 | – | Sell |
-2,084
| Closed | -$584K | – | 938 |
|
|
2024
Q4 | $584K | Sell |
2,084
-217
| -9% | -$60.8K | 0.01% | 509 |
|
|
2024
Q3 | $615K | Sell |
2,301
-9
| -0.4% | -$2.41K | 0.02% | 502 |
|
|
2024
Q2 | $578K | Sell |
2,310
-899
| -28% | -$225K | 0.02% | 497 |
|
|
2024
Q1 | $837K | Buy |
3,209
+969
| +43% | +$253K | 0.02% | 412 |
|
|
2023
Q4 | $542K | Sell |
2,240
-262
| -10% | -$63.3K | 0.02% | 493 |
|
|
2023
Q3 | $536K | Buy |
2,502
+48
| +2% | +$10.3K | 0.02% | 453 |
|
|
2023
Q2 | $564K | Buy |
2,454
+399
| +19% | +$91.7K | 0.04% | 329 |
|
|
2023
Q1 | $445K | Buy |
2,055
+897
| +77% | +$194K | 0.03% | 397 |
|
|
2022
Q4 | $232K | Buy |
+1,158
| New | +$232K | 0.02% | 512 |
|