EWM
Elite 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-12,963
| Closed | -$1.74M | – | 67 |
|
|
2015
Q2 | $1.74M | Sell |
12,963
-1,269
| -9% | -$170K | 1.8% | 11 |
|
|
2015
Q1 | $1.88M | Buy |
+14,232
| New | +$1.88M | 1.66% | 11 |
|
|
2014
Q3 | – | Sell |
-4,717
| Closed | -$601K | – | 581 |
|
|
2014
Q2 | $601K | Buy |
4,717
+340
| +8% | +$43.3K | 0.6% | 51 |
|
|
2014
Q1 | $544K | Buy |
4,377
+4,008
| +1,086% | +$498K | 0.44% | 55 |
|
|
2013
Q4 | $45K | Buy |
+369
| New | +$45K | 0.03% | 170 |
|