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Copia Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Copia Wealth Management’s Portfolio VBK Stock Details VBK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$355K Hold
1,281
– – 0.3% 67
2025
Q1 		$323K Buy
1,281
+92
+8% +$23.2K 0.3% 66
2024
Q4 		$333K Buy
+1,189
New +$333K 0.32% 62