LifePlan Financial Group’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $421K | Buy |
|
|||||
|
2020
Q2 | $364K | Buy |
|
|||||
|
2020
Q1 | $100K | Buy |
|
|||||
|
2019
Q4 | $23K | Buy |
|
|||||
|
2019
Q3 | $10K | Sell |
|
|||||
|
2019
Q2 | $13K | Buy |
|
|||||
|
2019
Q1 | $13K | Buy |
|
|||||
|
2018
Q4 | $9K | Sell |
|
|||||
|
2018
Q3 | $36K | Buy |
|
|||||
|
2018
Q2 | $31K | Buy |
|
|||||
|
2018
Q1 | $19K | Buy |
|
|||||
|
2014
Q2 | – | Sell |
|
|||||
|
2014
Q1 | $7K | Hold |
|
|||||
|
2013
Q4 | $7K | Hold |
|
|||||
|
2013
Q3 | $7K | Hold |
|
|||||
|
2013
Q2 | $6K | Buy |
|