CPA
Capital Planning Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-320
| Closed | -$49K | – | 145 |
|
|
2019
Q3 | $49K | Buy |
+320
| New | +$49K | 0.01% | 131 |
|
|
2015
Q4 | – | Sell |
-3,299
| Closed | -$356K | – | 109 |
|
|
2015
Q3 | $356K | Sell |
3,299
-920
| -22% | -$99.3K | 0.23% | 74 |
|
|
2015
Q2 | $512K | Sell |
4,219
-85
| -2% | -$10.3K | 0.3% | 62 |
|
|
2015
Q1 | $527K | Buy |
+4,304
| New | +$527K | 0.37% | 48 |
|