IA
Independence Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $4.94M | Sell |
23,002
-300
| -1% | -$64.5K | 1.06% | 20 |
|
|
2020
Q2 | $4.65M | Sell |
23,302
-249
| -1% | -$49.7K | 1.07% | 20 |
|
|
2020
Q1 | $3.54M | Buy |
23,551
+2,494
| +12% | +$375K | 0.98% | 20 |
|
|
2019
Q4 | $4.18M | Sell |
21,057
-666
| -3% | -$132K | 1.01% | 19 |
|
|
2019
Q3 | $3.95M | Buy |
21,723
+1,740
| +9% | +$317K | 0.96% | 17 |
|
|
2019
Q2 | $3.72M | Sell |
19,983
-425
| -2% | -$79.1K | 0.95% | 17 |
|
|
2019
Q1 | $3.67M | Buy |
20,408
+9,702
| +91% | +$1.74M | 1.03% | 17 |
|
|
2018
Q4 | $1.61M | Buy |
10,706
+4,325
| +68% | +$651K | 0.54% | 25 |
|
|
2018
Q3 | $1.2M | Hold |
6,381
| – | – | 0.36% | 30 |
|
|
2018
Q2 | $1.12M | Sell |
6,381
-2,345
| -27% | -$412K | 0.36% | 30 |
|
|
2018
Q1 | $1.43M | Buy |
8,726
+361
| +4% | +$59.2K | 0.47% | 27 |
|
|
2017
Q4 | $1.35M | Sell |
8,365
-1,303
| -13% | -$210K | 0.45% | 27 |
|
|
2017
Q3 | $1.48M | Sell |
9,668
-403
| -4% | -$61.5K | 0.59% | 23 |
|
|
2017
Q2 | $1.47M | Sell |
10,071
-46
| -0.5% | -$6.71K | 0.58% | 24 |
|
|
2017
Q1 | $1.42M | Sell |
10,117
-295
| -3% | -$41.5K | 0.6% | 22 |
|
|
2016
Q4 | $1.39M | Buy |
10,412
+978
| +10% | +$130K | 0.61% | 25 |
|
|
2016
Q3 | $1.24M | Sell |
9,434
-152
| -2% | -$20K | 0.58% | 24 |
|
|
2016
Q2 | $1.19M | Buy |
+9,586
| New | +$1.19M | 0.62% | 19 |
|