AWM
Aevitas Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-2,945
| Closed | -$453K | – | 119 |
|
|
2020
Q3 | $453K | Sell |
2,945
-284
| -9% | -$43.7K | 0.37% | 72 |
|
|
2020
Q2 | $471K | Sell |
3,229
-314
| -9% | -$45.8K | 0.44% | 67 |
|
|
2020
Q1 | $409K | Buy |
3,543
+145
| +4% | +$16.7K | 0.46% | 62 |
|
|
2019
Q4 | $563K | Buy |
3,398
+204
| +6% | +$33.8K | 0.53% | 55 |
|
|
2019
Q3 | $491K | Buy |
3,194
+331
| +12% | +$50.9K | 0.49% | 60 |
|
|
2019
Q2 | $448K | Buy |
2,863
+914
| +47% | +$143K | 0.45% | 64 |
|
|
2019
Q1 | $297K | Buy |
1,949
+848
| +77% | +$129K | 0.26% | 87 |
|
|
2018
Q4 | $145K | Buy |
1,101
+77
| +8% | +$10.1K | 0.15% | 115 |
|
|
2018
Q3 | $167K | Buy |
1,024
+795
| +347% | +$130K | 0.15% | 113 |
|
|
2018
Q2 | $36K | Buy |
229
+56
| +32% | +$8.8K | 0.04% | 226 |
|
|
2018
Q1 | $25K | Buy |
173
+21
| +14% | +$3.04K | 0.03% | 238 |
|
|
2017
Q4 | $22K | Buy |
+152
| New | +$22K | 0.02% | 253 |
|