Investmark Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,218
| Closed | -$224K | – | 111 |
|
|
2022
Q4 | $224K | Hold |
1,218
| – | – | 0.17% | 93 |
|
|
2022
Q3 | $208K | Hold |
1,218
| – | – | 0.19% | 90 |
|
|
2022
Q2 | $214K | Hold |
1,218
| – | – | 0.21% | 77 |
|
|
2022
Q1 | $258K | Hold |
1,218
| – | – | 0.27% | 72 |
|
|
2021
Q4 | $275K | Buy |
+1,218
| New | +$275K | 0.26% | 68 |
|