Capital Advisory Group Advisory Services’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-260
| Closed | -$43K | – | 483 |
|
|
2019
Q4 | $43K | Hold |
260
| – | – | 0.02% | 129 |
|
|
2019
Q3 | $40K | Hold |
260
| – | – | 0.03% | 163 |
|
|
2019
Q2 | $41K | Hold |
260
| – | – | 0.03% | 166 |
|
|
2019
Q1 | $40K | Hold |
260
| – | – | 0.03% | 158 |
|
|
2018
Q4 | $34K | Hold |
260
| – | – | 0.03% | 166 |
|
|
2018
Q3 | $42K | Hold |
260
| – | – | 0.03% | 149 |
|
|
2018
Q2 | $40K | Hold |
260
| – | – | 0.03% | 143 |
|
|
2018
Q1 | $38K | Buy |
+260
| New | +$38K | 0.03% | 153 |
|