Guardian Wealth Advisors (North Carolina)’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
Q2 | $36.9K | Hold |
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|
2025
Q1 | $33.5K | Buy |
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|
2024
Q4 | $17.6K | Sell |
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|
2024
Q3 | $20.3K | Hold |
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|
2024
Q2 | $18.9K | Sell |
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|
2024
Q1 | $29.6K | Sell |
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|
2023
Q4 | $112K | Sell |
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|
2023
Q3 | $106K | Hold |
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|
2023
Q2 | $113K | Sell |
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|
2023
Q1 | $128K | Buy |
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|
2022
Q4 | $117K | Hold |
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|
2022
Q3 | $114K | Sell |
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|
2022
Q2 | $115K | Sell |
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|
2022
Q1 | $169K | Sell |
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|
2021
Q4 | $227K | Buy |
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