ATFA
All Terrain Financial 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 |
-2,097
| Closed | -$347K | – | 136 |
|
|
2019
Q4 | $347K | Sell |
2,097
-34
| -2% | -$5.63K | 0.11% | 77 |
|
|
2019
Q3 | $328K | Hold |
2,131
| – | – | 0.11% | 81 |
|
|
2019
Q2 | $334K | Hold |
2,131
| – | – | 0.11% | 82 |
|
|
2019
Q1 | $326K | Sell |
2,131
-530
| -20% | -$81.1K | 0.11% | 89 |
|
|
2018
Q4 | $351K | Sell |
2,661
-653
| -20% | -$86.1K | 0.14% | 78 |
|
|
2018
Q3 | $539K | Sell |
3,314
-86
| -3% | -$14K | 0.22% | 70 |
|
|
2018
Q2 | $529K | Hold |
3,400
| – | – | 0.24% | 70 |
|
|
2018
Q1 | $500K | Sell |
3,400
-172
| -5% | -$25.3K | 0.23% | 71 |
|
|
2017
Q4 | $528K | Buy |
+3,572
| New | +$528K | 0.24% | 65 |
|