SWA
Sax 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 | $1.67M | Buy |
6,017
+5,136
| +583% | +$1.42M | 0.1% | 115 |
|
|
2025
Q1 | $222K | Sell |
881
-188
| -18% | -$47.3K | 0.02% | 338 |
|
|
2024
Q4 | $299K | Hold |
1,069
| – | – | 0.02% | 267 |
|
|
2024
Q3 | $286K | Sell |
1,069
-82
| -7% | -$21.9K | 0.03% | 225 |
|
|
2024
Q2 | $288K | Hold |
1,151
| – | – | 0.03% | 212 |
|
|
2024
Q1 | $300K | Sell |
1,151
-198
| -15% | -$51.6K | 0.04% | 148 |
|
|
2023
Q4 | $326K | Buy |
1,349
+192
| +17% | +$46.4K | 0.05% | 142 |
|
|
2023
Q3 | $248K | Sell |
1,157
-900
| -44% | -$193K | 0.05% | 154 |
|
|
2023
Q2 | $473K | Sell |
2,057
-39
| -2% | -$8.96K | 0.09% | 116 |
|
|
2023
Q1 | $454K | Hold |
2,096
| – | – | 0.1% | 115 |
|
|
2022
Q4 | $420K | Buy |
2,096
+1
| +0% | +$201 | 0.1% | 116 |
|
|
2022
Q3 | $409K | Buy |
2,095
+257
| +14% | +$50.2K | 0.11% | 112 |
|
|
2022
Q2 | $362K | Sell |
1,838
-288
| -14% | -$56.7K | 0.09% | 123 |
|
|
2022
Q1 | $528K | Sell |
2,126
-192
| -8% | -$47.7K | 0.13% | 103 |
|
|
2021
Q4 | $653K | Buy |
2,318
+51
| +2% | +$14.4K | 0.14% | 97 |
|
|
2021
Q3 | $635K | Hold |
2,267
| – | – | 0.15% | 91 |
|
|
2021
Q2 | $657K | Buy |
2,267
+1
| +0% | +$290 | 0.23% | 83 |
|
|
2021
Q1 | $622K | Buy |
2,266
+238
| +12% | +$65.3K | 0.23% | 82 |
|
|
2020
Q4 | $543K | Buy |
+2,028
| New | +$543K | 0.25% | 73 |
|