LRIA
Leonard Rickey Investment Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-8,591
| Closed | -$1.42M | – | 82 |
|
|
2019
Q4 | $1.42M | Sell |
8,591
-58
| -0.7% | -$9.61K | 0.86% | 21 |
|
|
2019
Q3 | $1.33M | Buy |
8,649
+463
| +6% | +$71.3K | 0.89% | 20 |
|
|
2019
Q2 | $1.28M | Sell |
8,186
-127
| -2% | -$19.9K | 0.86% | 22 |
|
|
2019
Q1 | $1.27M | Sell |
8,313
-373
| -4% | -$57K | 0.92% | 20 |
|
|
2018
Q4 | $1.15M | Buy |
8,686
+5,841
| +205% | +$771K | 0.95% | 21 |
|
|
2018
Q3 | $463K | Buy |
2,845
+9
| +0.3% | +$1.47K | 0.34% | 34 |
|
|
2018
Q2 | $441K | Sell |
2,836
-49
| -2% | -$7.62K | 0.33% | 34 |
|
|
2018
Q1 | $424K | Buy |
2,885
+7
| +0.2% | +$1.03K | 0.33% | 35 |
|
|
2017
Q4 | $425K | Buy |
+2,878
| New | +$425K | 0.33% | 35 |
|