Burt Wealth Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-534
| Closed | -$100K | – | 400 |
|
2018
Q3 | $100K | Hold |
534
| – | – | 0.05% | 137 |
|
2018
Q2 | $94K | Hold |
534
| – | – | 0.05% | 134 |
|
2018
Q1 | $88K | Hold |
534
| – | – | 0.04% | 138 |
|
2017
Q4 | $86K | Hold |
534
| – | – | 0.05% | 138 |
|
2017
Q3 | $82K | Hold |
534
| – | – | 0.05% | 141 |
|
2017
Q2 | $77K | Buy |
+534
| New | +$77K | 0.05% | 146 |
|