LFA
Lighthouse Financial Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $208K | Sell |
973
-116
| -11% | -$24.8K | 0.06% | 102 |
|
|
2020
Q4 | $212K | Sell |
1,089
-1,140
| -51% | -$222K | 0.07% | 108 |
|
|
2020
Q3 | $342K | Sell |
2,229
-60
| -3% | -$9.21K | 0.13% | 81 |
|
|
2020
Q2 | $298K | Buy |
+2,289
| New | +$298K | 0.13% | 83 |
|
|
2020
Q1 | – | Sell |
-2,554
| Closed | -$423K | – | 261 |
|
|
2019
Q4 | $423K | Buy |
+2,554
| New | +$423K | 0.2% | 63 |
|