WFA
West 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 | $70.3K | Buy |
+254
| New | +$70.3K | 0.01% | 89 |
|
2023
Q1 | – | Sell |
-13
| Closed | -$2.64K | – | 173 |
|
2022
Q4 | $2.64K | Buy |
13
+1
| +8% | +$203 | ﹤0.01% | 132 |
|
2022
Q3 | $2K | Buy |
12
+1
| +9% | +$167 | ﹤0.01% | 163 |
|
2022
Q2 | $2K | Buy |
+11
| New | +$2K | ﹤0.01% | 151 |
|