Atlas Private Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-289
| Closed | -$62K | – | 360 |
|
|
2021
Q1 | $62K | Buy |
289
+1
| +0.3% | +$215 | 0.04% | 172 |
|
|
2020
Q4 | $56K | Buy |
288
+1
| +0.3% | +$194 | 0.04% | 180 |
|
|
2020
Q3 | $44K | Hold |
287
| – | – | 0.03% | 192 |
|
|
2020
Q2 | $42K | Sell |
287
-50
| -15% | -$7.32K | 0.03% | 208 |
|
|
2020
Q1 | $39K | Buy |
337
+1
| +0.3% | +$116 | 0.04% | 201 |
|
|
2019
Q4 | $56K | Buy |
+336
| New | +$56K | 0.04% | 200 |
|