Laurel Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $298K | Sell |
1,484
-374
| -20% | -$75.1K | 0.03% | 511 |
|
|
2022
Q3 | $363K | Buy |
+1,858
| New | +$363K | 0.04% | 422 |
|
|
2021
Q1 | – | Sell |
-1,460
| Closed | -$391K | – | 485 |
|
|
2020
Q4 | $391K | Buy |
1,460
+96
| +7% | +$25.7K | 0.06% | 291 |
|
|
2020
Q3 | $293K | Hold |
1,364
| – | – | 0.05% | 307 |
|
|
2020
Q2 | $272K | Sell |
1,364
-25
| -2% | -$4.99K | 0.05% | 303 |
|
|
2020
Q1 | $209K | Sell |
1,389
-50
| -3% | -$7.52K | 0.05% | 335 |
|
|
2019
Q4 | $286K | Buy |
1,439
+46
| +3% | +$9.14K | 0.05% | 347 |
|
|
2019
Q3 | $254K | Sell |
1,393
-38
| -3% | -$6.93K | 0.04% | 381 |
|
|
2019
Q2 | $266K | Sell |
1,431
-47
| -3% | -$8.74K | 0.06% | 318 |
|
|
2019
Q1 | $266K | Buy |
1,478
+130
| +10% | +$23.4K | 0.07% | 305 |
|
|
2018
Q4 | $203K | Sell |
1,348
-22
| -2% | -$3.31K | 0.06% | 311 |
|
|
2018
Q3 | $256K | Buy |
+1,370
| New | +$256K | 0.06% | 313 |
|