Gupta Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $497K | Sell |
4,456
-31
| -0.7% | -$3.46K | 0.12% | 144 |
|
|
2015
Q4 | $496K | Sell |
4,487
-1,490
| -25% | -$165K | 0.13% | 145 |
|
|
2015
Q3 | $645K | Hold |
5,977
| – | – | 0.16% | 117 |
|
|
2015
Q2 | $726K | Buy |
5,977
+116
| +2% | +$14.1K | 0.18% | 114 |
|
|
2015
Q1 | $718K | Buy |
+5,861
| New | +$718K | 0.21% | 101 |
|