Goodwin Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-72
| Closed | -$15.4K | – | 81 |
|
|
2023
Q4 | $15.4K | Sell |
72
-3
| -4% | -$640 | 0.01% | 56 |
|
|
2023
Q3 | $14.2K | Hold |
75
| – | – | 0.01% | 70 |
|
|
2023
Q2 | $14.9K | Sell |
75
-282
| -79% | -$56.1K | 0.01% | 73 |
|
|
2023
Q1 | $67.7K | Buy |
357
+282
| +376% | +$53.5K | 0.04% | 59 |
|
|
2022
Q4 | $13.8K | Buy |
+75
| New | +$13.8K | 0.01% | 136 |
|
|
2021
Q4 | – | Sell |
-3
| Closed | -$1K | – | 212 |
|
|
2021
Q3 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 140 |
|