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