Investments & Financial Planning LLC’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,797
| Closed | -$385K | – | 35 |
|
|
2023
Q3 | $385K | Sell |
1,797
-16
| -0.9% | -$3.43K | 0.34% | 27 |
|
|
2023
Q2 | $417K | Sell |
1,813
-105
| -5% | -$24.1K | 0.36% | 27 |
|
|
2023
Q1 | $415K | Sell |
1,918
-296
| -13% | -$64.1K | 0.38% | 28 |
|
|
2022
Q4 | $444K | Buy |
+2,214
| New | +$444K | 0.44% | 26 |
|
|
2022
Q2 | $440K | Sell |
2,235
-26
| -1% | -$5.12K | 0.45% | 24 |
|
|
2022
Q1 | $561K | Buy |
2,261
+19
| +0.8% | +$4.71K | 0.49% | 22 |
|
|
2021
Q4 | $559K | Buy |
+2,242
| New | +$559K | 0.5% | 22 |
|