Heritage Wealth Management (Arizona)’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
Q4 | $158K | Buy |
860
+430
| +100% | +$78.9K | 0.02% | 356 |
|
|
2022
Q3 | $73K | Buy |
430
+45
| +12% | +$7.64K | 0.02% | 358 |
|
|
2022
Q2 | $67.8K | Sell |
385
-25
| -6% | -$4.4K | 0.02% | 375 |
|
|
2022
Q1 | $87K | Buy |
+410
| New | +$87K | 0.02% | 390 |
|
|
2021
Q3 | $34K | Hold |
155
| – | – | 0.01% | 498 |
|
|
2021
Q2 | $35K | Hold |
155
| – | – | 0.01% | 499 |
|
|
2021
Q1 | $33K | Buy |
+155
| New | +$33K | 0.02% | 435 |
|