AWMS
Advocacy Wealth Management Services’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1
| Closed | – | – | 130 |
|
|
2022
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 151 |
|
|
2022
Q1 | – | Sell |
-506
| Closed | -$143K | – | 228 |
|
|
2021
Q4 | $143K | Hold |
506
| – | – | 0.02% | 36 |
|
|
2021
Q3 | $142K | Hold |
506
| – | – | 0.03% | 36 |
|
|
2021
Q2 | $147K | Hold |
506
| – | – | 0.03% | 38 |
|
|
2021
Q1 | $141K | Hold |
506
| – | – | 0.03% | 42 |
|
|
2020
Q4 | $135K | Buy |
+506
| New | +$135K | 0.02% | 43 |
|
|
2016
Q2 | – | Sell |
-1,680
| Closed | -$200K | – | 459 |
|
|
2016
Q1 | $200K | Sell |
1,680
-3,040
| -64% | -$362K | 0.14% | 88 |
|
|
2015
Q4 | $574K | Buy |
+4,720
| New | +$574K | 0.65% | 45 |
|
|
2013
Q3 | $956K | Buy |
8,350
+6,955
| +499% | +$796K | 2.61% | 7 |
|
|
2013
Q2 | $144K | Buy |
+1,395
| New | +$144K | 0.57% | 55 |
|