Financial Synergies Wealth Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-58
| Closed | -$11.6K | – | 558 |
|
|
2023
Q4 | $11.6K | Buy |
+58
| New | +$11.6K | ﹤0.01% | 175 |
|
|
2023
Q2 | – | Sell |
-58
| Closed | -$12.6K | – | 537 |
|
|
2023
Q1 | $12.6K | Hold |
58
| – | – | ﹤0.01% | 221 |
|
|
2022
Q4 | $11.6K | Hold |
58
| – | – | ﹤0.01% | 175 |
|
|
2022
Q3 | $11.3K | Hold |
58
| – | – | ﹤0.01% | 154 |
|
|
2022
Q2 | $11.4K | Buy |
+58
| New | +$11.4K | ﹤0.01% | 162 |
|