Freedman Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-607
| Closed | -$130K | – | 420 |
|
|
2022
Q1 | $130K | Buy |
607
+70
| +13% | +$15K | 0.09% | 104 |
|
|
2021
Q4 | $121K | Hold |
537
| – | – | 0.08% | 105 |
|
|
2021
Q3 | $117K | Hold |
537
| – | – | 0.09% | 103 |
|
|
2021
Q2 | $121K | Sell |
537
-83
| -13% | -$18.7K | 0.09% | 96 |
|
|
2021
Q1 | $133K | Buy |
620
+15
| +2% | +$3.22K | 0.11% | 81 |
|
|
2020
Q4 | $118K | Buy |
+605
| New | +$118K | 0.11% | 81 |
|