Huber Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $732K | Sell |
4,869
-28
| -0.6% | -$4.21K | 0.27% | 46 |
|
|
2019
Q4 | $973K | Sell |
4,897
-126
| -3% | -$25K | 0.34% | 41 |
|
|
2019
Q3 | $914K | Buy |
5,023
+4
| +0.1% | +$728 | 0.36% | 40 |
|
|
2019
Q2 | $935K | Buy |
5,019
+59
| +1% | +$11K | 0.41% | 34 |
|
|
2019
Q1 | $891K | Sell |
4,960
-178
| -3% | -$32K | 0.43% | 37 |
|
|
2018
Q4 | $774K | Buy |
5,138
+7
| +0.1% | +$1.05K | 0.42% | 35 |
|
|
2018
Q3 | $961K | Sell |
5,131
-64
| -1% | -$12K | 0.74% | 26 |
|
|
2018
Q2 | $913K | Sell |
5,195
-12
| -0.2% | -$2.11K | 0.83% | 24 |
|
|
2018
Q1 | $854K | Buy |
5,207
+5
| +0.1% | +$820 | 0.84% | 24 |
|
|
2017
Q4 | $837K | Buy |
+5,202
| New | +$837K | 0.92% | 19 |
|