DWM
Doyle Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-918
| Closed | -$228K | – | 247 |
|
|
2022
Q1 | $228K | Sell |
918
-11
| -1% | -$2.73K | 0.02% | 222 |
|
|
2021
Q4 | $262K | Buy |
929
+1
| +0.1% | +$282 | 0.02% | 199 |
|
|
2021
Q3 | $260K | Buy |
+928
| New | +$260K | 0.02% | 192 |
|
|
2019
Q3 | – | Sell |
-90
| Closed | -$17K | – | 729 |
|
|
2019
Q2 | $17K | Buy |
+90
| New | +$17K | ﹤0.01% | 546 |
|
|
2019
Q1 | – | Sell |
-90
| Closed | -$14K | – | 721 |
|
|
2018
Q4 | $14K | Buy |
+90
| New | +$14K | ﹤0.01% | 576 |
|