Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $160K | Hold |
571
| – | – | 0.03% | 321 |
|
|
2021
Q2 | $165K | Buy |
571
+500
| +704% | +$144K | 0.03% | 270 |
|
|
2021
Q1 | $19K | Hold |
71
| – | – | ﹤0.01% | 812 |
|
|
2020
Q4 | $19K | Buy |
+71
| New | +$19K | ﹤0.01% | 691 |
|
|
2020
Q1 | – | Sell |
-450
| Closed | -$89K | – | 1687 |
|
|
2019
Q4 | $89K | Hold |
450
| – | – | 0.03% | 238 |
|
|
2019
Q3 | $81K | Hold |
450
| – | – | 0.03% | 239 |
|
|
2019
Q2 | $83K | Hold |
450
| – | – | 0.03% | 230 |
|
|
2019
Q1 | $80K | Hold |
450
| – | – | 0.03% | 220 |
|
|
2018
Q4 | $67K | Buy |
+450
| New | +$67K | 0.03% | 224 |
|