Barnes Pettey Financial Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,311
| Closed | -$281K | – | 99 |
|
|
2023
Q3 | $281K | Hold |
1,311
| – | – | 0.26% | 70 |
|
|
2023
Q2 | $301K | Hold |
1,311
| – | – | 0.26% | 70 |
|
|
2023
Q1 | $284K | Hold |
1,311
| – | – | 0.27% | 77 |
|
|
2022
Q4 | $263K | Sell |
1,311
-55
| -4% | -$11K | 0.27% | 82 |
|
|
2022
Q3 | $267K | Hold |
1,366
| – | – | 0.36% | 70 |
|
|
2022
Q2 | $269K | Buy |
+1,366
| New | +$269K | 0.35% | 73 |
|