IWA
Intercontinental Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-813
| Closed | -$137K | – | 301 |
|
|
2019
Q4 | $137K | Hold |
813
| – | – | 0.11% | 135 |
|
|
2019
Q3 | $125K | Hold |
813
| – | – | 0.08% | 153 |
|
|
2019
Q2 | $127K | Hold |
813
| – | – | 0.07% | 152 |
|
|
2019
Q1 | $124K | Hold |
813
| – | – | 0.06% | 157 |
|
|
2018
Q4 | $107K | Buy |
+813
| New | +$107K | 0.06% | 159 |
|