HCR 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-57
| Closed | -$15K | – | 272 |
|
2020
Q4 | $15K | Hold |
57
| – | – | ﹤0.01% | 241 |
|
2020
Q3 | $13K | Hold |
57
| – | – | ﹤0.01% | 220 |
|
2020
Q2 | $11K | Hold |
57
| – | – | ﹤0.01% | 225 |
|
2020
Q1 | $9K | Hold |
57
| – | – | ﹤0.01% | 214 |
|
2019
Q4 | $11K | Buy |
+57
| New | +$11K | ﹤0.01% | 210 |
|