WFA
Wells Financial 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 | $343K | Sell |
1,237
-79
| -6% | -$21.9K | 0.47% | 31 |
|
|
2025
Q1 | $331K | Hold |
1,316
| – | – | 0.46% | 32 |
|
|
2024
Q4 | $369K | Sell |
1,316
-5
| -0.4% | -$1.4K | 0.5% | 31 |
|
|
2024
Q3 | $353K | Hold |
1,321
| – | – | 0.48% | 30 |
|
|
2024
Q2 | $330K | Sell |
1,321
-321
| -20% | -$80.3K | 0.22% | 43 |
|
|
2024
Q1 | $428K | Hold |
1,642
| – | – | 0.29% | 33 |
|
|
2023
Q4 | $397K | Buy |
1,642
+230
| +16% | +$55.6K | 0.29% | 32 |
|
|
2023
Q3 | $302K | Hold |
1,412
| – | – | 0.24% | 32 |
|
|
2023
Q2 | $324K | Hold |
1,412
| – | – | 0.25% | 31 |
|
|
2023
Q1 | $306K | Sell |
1,412
-20
| -1% | -$4.33K | 0.24% | 34 |
|
|
2022
Q4 | $287K | Sell |
1,432
-85
| -6% | -$17K | 0.24% | 33 |
|
|
2022
Q3 | $296K | Sell |
1,517
-10
| -0.7% | -$1.95K | 0.29% | 30 |
|
|
2022
Q2 | $301K | Sell |
1,527
-10
| -0.7% | -$1.97K | 0.27% | 31 |
|
|
2022
Q1 | $381K | Hold |
1,537
| – | – | 0.32% | 30 |
|
|
2021
Q4 | $433K | Hold |
1,537
| – | – | 0.35% | 30 |
|
|
2021
Q3 | $431K | Hold |
1,537
| – | – | 0.36% | 29 |
|
|
2021
Q2 | $445K | Hold |
1,537
| – | – | 0.38% | 31 |
|
|
2021
Q1 | $422K | Sell |
1,537
-258
| -14% | -$70.8K | 0.38% | 31 |
|
|
2020
Q4 | $480K | Buy |
+1,795
| New | +$480K | 0.41% | 27 |
|