AP
Atwood & Palmer’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-39
| Closed | -$10K | – | 449 |
|
|
2022
Q1 | $10K | Hold |
39
| – | – | ﹤0.01% | 370 |
|
|
2021
Q4 | $11K | Hold |
39
| – | – | ﹤0.01% | 372 |
|
|
2021
Q3 | $11K | Buy |
+39
| New | +$11K | ﹤0.01% | 351 |
|
|
2019
Q2 | – | Sell |
-30
| Closed | -$5K | – | 333 |
|
|
2019
Q1 | $5K | Hold |
30
| – | – | ﹤0.01% | 288 |
|
|
2018
Q4 | $5K | Hold |
30
| – | – | ﹤0.01% | 278 |
|
|
2018
Q3 | $6K | Buy |
+30
| New | +$6K | ﹤0.01% | 277 |
|
|
2016
Q1 | – | Sell |
-775
| Closed | -$94K | – | 388 |
|
|
2015
Q4 | $94K | Buy |
775
+25
| +3% | +$3.03K | 0.02% | 166 |
|
|
2015
Q3 | $88K | Hold |
750
| – | – | 0.02% | 161 |
|
|
2015
Q2 | $101K | Hold |
750
| – | – | 0.02% | 160 |
|
|
2015
Q1 | $99K | Sell |
750
-1,138
| -60% | -$150K | 0.02% | 154 |
|
|
2014
Q4 | $238K | Hold |
1,888
| – | – | 0.04% | 111 |
|
|
2014
Q3 | $227K | Buy |
1,888
+1,500
| +387% | +$180K | 0.04% | 113 |
|
|
2014
Q2 | $49K | Sell |
388
-1,500
| -79% | -$189K | 0.01% | 189 |
|
|
2014
Q1 | $235K | Buy |
+1,888
| New | +$235K | 0.06% | 103 |
|