CFA
CT Financial Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $1.09M | Sell |
7,716
-3
| -0% | -$422 | 0.67% | 42 |
|
|
2016
Q4 | $1.03M | Sell |
7,719
-28
| -0.4% | -$3.73K | 0.65% | 43 |
|
|
2016
Q3 | $1.02M | Sell |
7,747
-815
| -10% | -$107K | 0.62% | 45 |
|
|
2016
Q2 | $1.06M | Sell |
8,562
-695
| -8% | -$86.1K | 0.65% | 44 |
|
|
2016
Q1 | $1.1M | Sell |
9,257
-2
| -0% | -$238 | 0.62% | 45 |
|
|
2015
Q4 | $1.12M | Sell |
9,259
-161
| -2% | -$19.6K | 0.65% | 43 |
|
|
2015
Q3 | $1.11M | Sell |
9,420
-24
| -0.3% | -$2.83K | 0.7% | 38 |
|
|
2015
Q2 | $1.27M | Hold |
9,444
| – | – | 0.72% | 39 |
|
|
2015
Q1 | $1.24M | Sell |
9,444
-561
| -6% | -$73.9K | 0.69% | 41 |
|
|
2014
Q4 | $1.26M | Buy |
+10,005
| New | +$1.26M | 0.95% | 31 |
|
|
2014
Q1 | $1.24M | Buy |
+9,444
| New | +$1.24M | 0.69% | 41 |
|