PFWA
Paces Ferry Wealth Advisors’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 | $2.81M | Buy |
10,158
+1,627
| +19% | +$451K | 1.29% | 19 |
|
2025
Q1 | $2.15M | Buy |
8,531
+752
| +10% | +$189K | 1.07% | 23 |
|
2024
Q4 | $2.18M | Buy |
7,779
+824
| +12% | +$231K | 1.06% | 26 |
|
2024
Q3 | $1.86M | Buy |
6,955
+497
| +8% | +$133K | 1.07% | 25 |
|
2024
Q2 | $1.62M | Buy |
6,458
+642
| +11% | +$161K | 0.97% | 27 |
|
2024
Q1 | $1.52M | Buy |
+5,816
| New | +$1.52M | 0.97% | 28 |
|