Axxcess Wealth Management, LLC Vanguard Small Cap Growth ETF Transaction History

Axxcess Wealth Management, LLC

  • $4.06 Billion
  • Q2 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 2,585 shares of VBK stock, worth $792,043. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,585
Holding current value
$792,043
% of portfolio
0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
$219.76 - $276.94 $568,079 - $715,889
2,585 New
2,585 $715,000
Q4 2024

Feb 10, 2025
SELL
$264.18 - $304.19 $57,327 - $66,009
-217 Reduced 9.43%
2,084 $583,000
Q3 2024

Nov 04, 2024
SELL
$240.48 - $267.94 $2,164 - $2,411
-9 Reduced 0.39%
2,301 $615,000
Q2 2024

Aug 09, 2024
SELL
$237.63 - $258.31 $213,629 - $232,220
-899 Reduced 28.01%
2,310 $577,000
Q1 2024

May 14, 2024
BUY
$231.0 - $260.72 $223,839 - $252,637
969 Added 43.26%
3,209 $836,000
Q4 2023

Feb 06, 2024
SELL
$196.36 - $245.46 $51,446 - $64,310
-262 Reduced 10.47%
2,240 $541,000
Q3 2023

Nov 14, 2023
BUY
$210.59 - $239.48 $10,108 - $11,495
48 Added 1.96%
2,502 $535,000
Q2 2023

Aug 08, 2023
BUY
$209.12 - $229.74 $83,438 - $91,666
399 Added 19.42%
2,454 $563,000
Q1 2023

May 03, 2023
BUY
$198.77 - $233.54 $178,296 - $209,485
897 Added 77.46%
2,055 $444,000
Q4 2022

Feb 14, 2023
BUY
$192.0 - $216.09 $222,336 - $250,232
1,158 New
1,158 $232,000

Others Institutions Holding VBK

# of Institutions
1,248
Shares Held
44.6M
Call Options Held
63.2K
Put Options Held
44.5K
View Full List

About VANGUARD SMALL-CAP GROWTH ETF

VBK Quotes by TradingView
  • Ticker VBK
  • Sector ETFs
  • Industry ETFs
More about VBK
Track This Portfolio

Track Axxcess Wealth Management, LLC Portfolio

Follow Axxcess Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email