Wells Financial 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
Q2
$343K Sell
2025
Q1
$331K Hold
2024
Q4
$369K Sell
2024
Q3
$353K Hold
2024
Q2
$330K Sell
2024
Q1
$428K Hold
2023
Q4
$397K Buy
2023
Q3
$302K Hold
2023
Q2
$324K Hold
2023
Q1
$306K Sell
2022
Q4
$287K Sell
2022
Q3
$296K Sell
2022
Q2
$301K Sell
2022
Q1
$381K Hold
2021
Q4
$433K Hold
2021
Q3
$431K Hold
2021
Q2
$445K Hold
2021
Q1
$422K Sell
2020
Q4
$480K Buy