LGA
Lebenthal Global Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,150
| Closed | -$251K | – | 184 |
|
|
2021
Q3 | $251K | Sell |
1,150
-1,000
| -47% | -$218K | 0.16% | 107 |
|
|
2021
Q2 | $484K | Hold |
2,150
| – | – | 0.26% | 73 |
|
|
2021
Q1 | $460K | Hold |
2,150
| – | – | 0.28% | 57 |
|
|
2020
Q4 | $418K | Buy |
+2,150
| New | +$418K | 0.3% | 41 |
|