Clear Perspectives Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $243K | Buy |
1,280
+43
| +3% | +$8.15K | 0.14% | 35 |
|
|
2022
Q4 | $227K | Sell |
1,237
-3
| -0.2% | -$551 | 0.12% | 44 |
|
|
2022
Q3 | $212K | Sell |
1,240
-199
| -14% | -$34K | 0.1% | 45 |
|
|
2022
Q2 | $253K | Sell |
1,439
-368
| -20% | -$64.7K | 0.1% | 45 |
|
|
2022
Q1 | $384K | Sell |
1,807
-129
| -7% | -$27.4K | 0.15% | 40 |
|
|
2021
Q4 | $438K | Sell |
1,936
-50
| -3% | -$11.3K | 0.18% | 42 |
|
|
2021
Q3 | $434K | Buy |
1,986
+78
| +4% | +$17K | 0.2% | 44 |
|
|
2021
Q2 | $430K | Buy |
1,908
+104
| +6% | +$23.4K | 0.21% | 43 |
|
|
2021
Q1 | $386K | Sell |
1,804
-69
| -4% | -$14.8K | 0.22% | 41 |
|
|
2020
Q4 | $365K | Buy |
+1,873
| New | +$365K | 0.23% | 39 |
|