Liberty Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-16,281
| Closed | -$22K | – | 262 |
|
|
2024
Q2 | $22K | Buy |
+16,281
| New | +$22K | ﹤0.01% | 224 |
|
|
2023
Q3 | – | Sell |
-20
| Closed | -$221K | – | 195 |
|
|
2023
Q2 | $221K | Buy |
+20
| New | +$221K | 0.05% | 169 |
|
|
2022
Q1 | – | Sell |
-3
| Closed | -$845 | – | 184 |
|
|
2021
Q4 | $845 | Sell |
3
-43
| -93% | -$12.1K | 0.04% | 73 |
|
|
2021
Q3 | $13K | Sell |
46
-12
| -21% | -$3.39K | ﹤0.01% | 774 |
|
|
2021
Q2 | $17K | Buy |
+58
| New | +$17K | 0.01% | 550 |
|
|
2019
Q3 | – | Sell |
-400
| Closed | -$74K | – | 988 |
|
|
2019
Q2 | $74K | Buy |
+400
| New | +$74K | 0.06% | 202 |
|