AIA
Alera Investment Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,307
| Closed | -$217K | – | 76 |
|
|
2019
Q4 | $217K | Sell |
1,307
-897
| -41% | -$149K | 0.1% | 57 |
|
|
2019
Q3 | $339K | Sell |
2,204
-84
| -4% | -$12.9K | 0.17% | 45 |
|
|
2019
Q2 | $358K | Sell |
2,288
-28
| -1% | -$4.38K | 0.18% | 47 |
|
|
2019
Q1 | $354K | Sell |
2,316
-628
| -21% | -$96K | 0.17% | 46 |
|
|
2018
Q4 | $389K | Buy |
+2,944
| New | +$389K | 0.24% | 53 |
|