Acorn Financial Advisory Services Inc Vanguard Small Cap Growth ETF Transaction History

Acorn Financial Advisory Services Inc

$461 Million
Q1 2025

A detailed history of Acorn Financial Advisory Services Inc transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Acorn Financial Advisory Services Inc holds 7,014 shares of VBK stock, worth $1.86 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

7,014

Previous 5,782 21.31%

Holding current value

$1.86 Million

Previous $1.62 Million 9.02%

% of portfolio

0.38%

Previous 0.31%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$247.97 - $296.33 $305,499 - $365,078	1,232 Added 21.31%	7,014 $1.77 Million
Q4 2024 Feb 14, 2025	SELL	$264.18 - $304.19 $145,563 - $167,608	-551 Reduced 8.7%	5,782 $1.62 Million
Q3 2024 Nov 01, 2024	SELL	$240.48 - $267.94 $56,993 - $63,501	-237 Reduced 3.61%	6,333 $1.69 Million
Q2 2024 Aug 01, 2024	SELL	$237.63 - $258.31 $46,337 - $50,370	-195 Reduced 2.88%	6,570 $1.64 Million
Q1 2024 May 08, 2024	SELL	$231.0 - $260.72 $9,240 - $10,428	-40 Reduced 0.59%	6,765 $1.76 Million
Q4 2023 Jan 17, 2024	SELL	$196.36 - $245.46 $93,663 - $117,084	-477 Reduced 6.55%	6,805 $1.65 Million
Q3 2023 Oct 10, 2023	SELL	$210.59 - $239.48 $10,950 - $12,452	-52 Reduced 0.71%	7,282 $1.56 Million
Q2 2023 Jul 20, 2023	BUY	$209.12 - $229.74 $16,520 - $18,149	79 Added 1.09%	7,334 $1.68 Million
Q1 2023 Apr 26, 2023	BUY	$198.77 - $233.54 $7,752 - $9,108	39 Added 0.54%	7,255 $1.57 Million
Q4 2022 Jan 20, 2023	SELL	$192.0 - $216.09 $66,240 - $74,551	-345 Reduced 4.56%	7,216 $0
Q3 2022 Oct 12, 2022	BUY	$192.77 - $237.17 $1.25 Million - $1.53 Million	6,468 Added 591.77%	7,561 $1.48 Million
Q2 2022 Jul 12, 2022	SELL	$188.16 - $253.27 $11,665 - $15,702	-62 Reduced 5.37%	1,093 $215,000
Q1 2022 Apr 18, 2022	SELL	$224.28 - $282.83 $1,569 - $1,979	-7 Reduced 0.6%	1,155 $287,000
Q4 2021 Jan 31, 2022	BUY	$269.22 - $305.79 $47,113 - $53,513	175 Added 17.73%	1,162 $328,000
Q3 2021 Nov 15, 2021	SELL	$273.65 - $297.37 $9,030 - $9,813	-33 Reduced 3.24%	987 $277,000
Q2 2021 Jul 23, 2021	SELL	$260.67 - $292.07 $2,606 - $2,920	-10 Reduced 0.97%	1,020 $296,000
Q1 2021 Apr 12, 2021	BUY	$262.76 - $302.04 $60,697 - $69,771	231 Added 28.91%	1,030 $283,000
Q4 2020 Jan 25, 2021	BUY	$216.78 - $272.28 $173,207 - $217,551	799 New	799 $214,000

Others Institutions Holding VBK

# of Institutions

1,208

Shares Held

44.8M

Call Options Held

48.5K

Put Options Held

33K

View Full List

About VANGUARD SMALL-CAP GROWTH ETF

Ticker VBK
Sector ETFs
Industry ETFs

More about VBK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Acorn Financial Advisory Services Inc , based on Form 13F filings with the SEC.

News

Stay updated on Acorn Financial Advisory Services Inc with notifications on news.

Account

Acorn Financial Advisory Services Inc Vanguard Small Cap Growth ETF Transaction History