Curi Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-372
| Closed | -$65K | – | 666 |
|
|
2022
Q2 | $65K | Buy |
372
+270
| +265% | +$47.2K | 0.01% | 207 |
|
|
2022
Q1 | $21K | Hold |
102
| – | – | ﹤0.01% | 279 |
|
|
2021
Q4 | $23K | Buy |
+102
| New | +$23K | ﹤0.01% | 236 |
|
|
2021
Q1 | – | Sell |
-340
| Closed | -$66K | – | 465 |
|
|
2020
Q4 | $66K | Buy |
+340
| New | +$66K | 0.05% | 137 |
|