Sax Wealth Advisors’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 | $1.74M | Sell |
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|
2025
Q2 | $1.67M | Buy |
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|
2025
Q1 | $222K | Sell |
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|
2024
Q4 | $299K | Hold |
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|
2024
Q3 | $286K | Sell |
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|
2024
Q2 | $288K | Hold |
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|
2024
Q1 | $300K | Sell |
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|
2023
Q4 | $326K | Buy |
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|
2023
Q3 | $248K | Sell |
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|
2023
Q2 | $473K | Sell |
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|
2023
Q1 | $454K | Hold |
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|
2022
Q4 | $420K | Buy |
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|
2022
Q3 | $409K | Buy |
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|
2022
Q2 | $362K | Sell |
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|
2022
Q1 | $528K | Sell |
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|
2021
Q4 | $653K | Buy |
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|
2021
Q3 | $635K | Hold |
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|
2021
Q2 | $657K | Buy |
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|
2021
Q1 | $622K | Buy |
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|
2020
Q4 | $543K | Buy |
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