Capital Advisors Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.71M | Sell |
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|
2025
Q2 | $2.66M | Sell |
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|
2025
Q1 | $6.89M | Sell |
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|
2024
Q4 | $7.85M | Buy |
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|
2024
Q3 | $7.41M | Sell |
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|
2024
Q2 | $6.94M | Buy |
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|
2024
Q1 | $7.22M | Sell |
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|
2023
Q4 | $9.1M | Buy |
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|
2023
Q3 | $8.05M | Buy |
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|
2023
Q2 | $8.62M | Buy |
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|
2023
Q1 | $7.95M | Buy |
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|
2022
Q4 | $7.35M | Buy |
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|
2022
Q3 | $6.89M | Buy |
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|
2022
Q2 | $5.56M | Buy |
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|
2022
Q1 | $5.3M | Buy |
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|
2021
Q4 | $5.72M | Sell |
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|
2021
Q3 | $5.72M | Buy |
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|
2021
Q2 | $5.79M | Sell |
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|
2021
Q1 | $5.56M | Buy |
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