Clear Perspectives Financial Planning’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-100
| Closed | -$20K | – | 239 |
|
|
2022
Q2 | $20K | Sell |
100
-50
| -33% | -$10K | 0.01% | 129 |
|
|
2022
Q1 | $37K | Sell |
150
-459
| -75% | -$113K | 0.01% | 109 |
|
|
2021
Q4 | $172K | Sell |
609
-280
| -31% | -$79.1K | 0.07% | 60 |
|
|
2021
Q3 | $249K | Sell |
889
-293
| -25% | -$82.1K | 0.11% | 54 |
|
|
2021
Q2 | $343K | Buy |
1,182
+41
| +4% | +$11.9K | 0.17% | 48 |
|
|
2021
Q1 | $313K | Buy |
1,141
+345
| +43% | +$94.6K | 0.18% | 45 |
|
|
2020
Q4 | $213K | Buy |
+796
| New | +$213K | 0.14% | 52 |
|