IAS
INR Advisory Services’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-94
| Closed | -$13K | – | 112 |
|
2017
Q1 | $13K | Buy |
+94
| New | +$13K | ﹤0.01% | 40 |
|
2016
Q4 | – | Sell |
-94
| Closed | -$12K | – | 66 |
|
2016
Q3 | $12K | Hold |
94
| – | – | ﹤0.01% | 37 |
|
2016
Q2 | $12K | Buy |
+94
| New | +$12K | ﹤0.01% | 37 |
|
2014
Q4 | – | Sell |
-103
| Closed | -$12K | – | 48 |
|
2014
Q3 | $12K | Buy |
103
+62
| +151% | +$7.22K | ﹤0.01% | 43 |
|
2014
Q2 | $5K | Hold |
41
| – | – | ﹤0.01% | 41 |
|
2014
Q1 | $5K | Sell |
41
-312
| -88% | -$38K | ﹤0.01% | 44 |
|
2013
Q4 | $43K | Buy |
353
+103
| +41% | +$12.5K | 0.01% | 36 |
|
2013
Q3 | $29K | Hold |
250
| – | – | 0.01% | 36 |
|
2013
Q2 | $26K | Buy |
+250
| New | +$26K | 0.01% | 36 |
|