IBEX Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-264
| Closed | -$58K | – | 419 |
|
|
2021
Q3 | $58K | Buy |
+264
| New | +$58K | 0.01% | 262 |
|
|
2019
Q3 | – | Sell |
-32
| Closed | -$5K | – | 341 |
|
|
2019
Q2 | $5K | Buy |
+32
| New | +$5K | ﹤0.01% | 330 |
|
|
2017
Q1 | – | Sell |
-30
| Closed | -$4K | – | 370 |
|
|
2016
Q4 | $4K | Buy |
+30
| New | +$4K | ﹤0.01% | 404 |
|