Long Wharf Investors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | $1.34M | Sell |
11,421
-1,160
| -9% | -$136K | 1.05% | 26 |
|
|
2014
Q1 | $1.42M | Sell |
12,581
-3,040
| -19% | -$343K | 1.22% | 21 |
|
|
2013
Q4 | $1.72M | Sell |
15,621
-3,230
| -17% | -$355K | 1.56% | 23 |
|
|
2013
Q3 | $1.93M | Sell |
18,851
-7,050
| -27% | -$723K | 1.84% | 16 |
|
|
2013
Q2 | $2.43M | Buy |
+25,901
| New | +$2.43M | 2.39% | 10 |
|