LifePlan Financial Group’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $421K | Buy |
2,740
+245
| +10% | +$37.6K | 0.18% | 86 |
|
|
2020
Q2 | $364K | Buy |
2,495
+1,625
| +187% | +$237K | 0.17% | 89 |
|
|
2020
Q1 | $100K | Buy |
870
+732
| +530% | +$84.1K | 0.05% | 164 |
|
|
2019
Q4 | $23K | Buy |
138
+75
| +119% | +$12.5K | 0.01% | 332 |
|
|
2019
Q3 | $10K | Sell |
63
-22
| -26% | -$3.49K | ﹤0.01% | 413 |
|
|
2019
Q2 | $13K | Buy |
85
+1
| +1% | +$153 | 0.01% | 385 |
|
|
2019
Q1 | $13K | Buy |
84
+17
| +25% | +$2.63K | 0.01% | 386 |
|
|
2018
Q4 | $9K | Sell |
67
-157
| -70% | -$21.1K | 0.01% | 398 |
|
|
2018
Q3 | $36K | Buy |
224
+26
| +13% | +$4.18K | 0.02% | 275 |
|
|
2018
Q2 | $31K | Buy |
198
+65
| +49% | +$10.2K | 0.02% | 282 |
|
|
2018
Q1 | $19K | Buy |
+133
| New | +$19K | 0.01% | 324 |
|
|
2014
Q2 | – | Sell |
-66
| Closed | -$7K | – | 211 |
|
|
2014
Q1 | $7K | Hold |
66
| – | – | 0.01% | 200 |
|
|
2013
Q4 | $7K | Hold |
66
| – | – | ﹤0.01% | 182 |
|
|
2013
Q3 | $7K | Hold |
66
| – | – | 0.01% | 163 |
|
|
2013
Q2 | $6K | Buy |
+66
| New | +$6K | 0.01% | 141 |
|