Lenox Wealth Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $143K | Hold |
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|
2021
Q4 | $168K | Hold |
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|
2021
Q3 | $167K | Hold |
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|
2021
Q2 | $173K | Hold |
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|
2021
Q1 | $164K | Hold |
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|
2020
Q4 | $160K | Hold |
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|
2020
Q3 | $128K | Hold |
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|
2020
Q2 | $119K | Hold |
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|
2020
Q1 | $90K | Hold |
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|
2019
Q4 | $118K | Hold |
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|
2019
Q3 | $108K | Hold |
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|
2019
Q2 | $111K | Hold |
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|
2019
Q1 | $107K | Hold |
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|
2018
Q4 | $90K | Sell |
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|
2018
Q3 | $112K | Hold |
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|
2018
Q2 | $105K | Hold |
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|
2018
Q1 | $98K | Hold |
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|
2017
Q4 | $96K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $24K | Buy |
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