ABFS
Appropriate Balance Financial Services’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $1.64K | Sell |
231
-25
| -10% | -$178 | 0.08% | 26 |
|
|
2017
Q2 | $1.93K | Hold |
256
| – | – | 0.1% | 25 |
|
|
2017
Q1 | $1.93K | Sell |
256
-1,805
| -88% | -$13.6K | 0.1% | 26 |
|
|
2016
Q4 | $265K | Buy |
2,061
+12
| +0.6% | +$1.54K | 0.16% | 31 |
|
|
2016
Q3 | $250K | Buy |
2,049
+9
| +0.4% | +$1.1K | 0.16% | 32 |
|
|
2016
Q2 | $235K | Sell |
2,040
-408
| -17% | -$47K | 0.16% | 31 |
|
|
2016
Q1 | $272K | Buy |
2,448
+237
| +11% | +$26.3K | 0.19% | 29 |
|
|
2015
Q4 | $244K | Buy |
+2,211
| New | +$244K | 0.17% | 25 |
|