Clarus Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-130
| Closed | -$20K | – | 703 |
|
|
2019
Q1 | $20K | Buy |
130
+30
| +30% | +$4.62K | 0.02% | 421 |
|
|
2018
Q4 | $13K | Hold |
100
| – | – | 0.02% | 469 |
|
|
2018
Q3 | $16K | Buy |
100
+30
| +43% | +$4.8K | 0.01% | 474 |
|
|
2018
Q2 | $10K | Buy |
+70
| New | +$10K | 0.01% | 531 |
|