Financial Partners Group (Kansas)’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,238
| Closed | -$271K | – | 167 |
|
|
2021
Q3 | $271K | Buy |
1,238
+328
| +36% | +$71.8K | 0.06% | 138 |
|
|
2021
Q2 | $205K | Buy |
+910
| New | +$205K | 0.05% | 144 |
|
|
2020
Q1 | – | Sell |
-15,978
| Closed | -$2.65M | – | 86 |
|
|
2019
Q4 | $2.65M | Buy |
15,978
+13,175
| +470% | +$2.19M | 1.03% | 23 |
|
|
2019
Q3 | $431K | Buy |
2,803
+3
| +0.1% | +$461 | 0.19% | 48 |
|
|
2019
Q2 | $439K | Sell |
2,800
-206
| -7% | -$32.3K | 0.21% | 48 |
|
|
2019
Q1 | $459K | Buy |
3,006
+100
| +3% | +$15.3K | 0.25% | 52 |
|
|
2018
Q4 | $384K | Buy |
2,906
+3
| +0.1% | +$396 | 0.25% | 51 |
|
|
2018
Q3 | $472K | Hold |
2,903
| – | – | 0.31% | 49 |
|
|
2018
Q2 | $452K | Buy |
2,903
+1
| +0% | +$156 | 0.33% | 51 |
|
|
2018
Q1 | $426K | Sell |
2,902
-294
| -9% | -$43.2K | 0.33% | 54 |
|
|
2017
Q4 | $472K | Buy |
+3,196
| New | +$472K | 0.37% | 51 |
|