LGWM
Litman Gregory Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-75
| Closed | -$14K | – | 236 |
|
|
2019
Q2 | $14K | Hold |
75
| – | – | ﹤0.01% | 151 |
|
|
2019
Q1 | $13K | Hold |
75
| – | – | ﹤0.01% | 102 |
|
|
2018
Q4 | $11K | Hold |
75
| – | – | ﹤0.01% | 112 |
|
|
2018
Q3 | $14K | Hold |
75
| – | – | ﹤0.01% | 84 |
|
|
2018
Q2 | $13K | Buy |
+75
| New | +$13K | 0.01% | 72 |
|