Laird Norton Wetherby Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,555
| Closed | -$279K | – | 696 |
|
|
2019
Q1 | $279K | Hold |
1,555
| – | – | 0.03% | 533 |
|
|
2018
Q4 | $234K | Hold |
1,555
| – | – | 0.03% | 537 |
|
|
2018
Q3 | $291K | Buy |
1,555
+350
| +29% | +$65.5K | 0.04% | 505 |
|
|
2018
Q2 | $212K | Buy |
+1,205
| New | +$212K | 0.03% | 588 |
|
|
2018
Q1 | – | Sell |
-1,205
| Closed | -$194K | – | 685 |
|
|
2017
Q4 | $194K | Hold |
1,205
| – | – | 0.03% | 604 |
|
|
2017
Q3 | $184K | Buy |
+1,205
| New | +$184K | 0.03% | 580 |
|
|
2015
Q3 | – | Sell |
-1,205
| Closed | -$162K | – | 492 |
|
|
2015
Q2 | $162K | Buy |
+1,205
| New | +$162K | 0.04% | 446 |
|