Lourd Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-10,811
| Closed | -$1.21M | – | 110 |
|
|
2016
Q1 | $1.21M | Sell |
10,811
-675
| -6% | -$75.2K | 0.13% | 33 |
|
|
2015
Q4 | $1.27M | Buy |
+11,486
| New | +$1.27M | 0.13% | 35 |
|
|
2015
Q2 | – | Sell |
-2,229
| Closed | -$273K | – | 123 |
|
|
2015
Q1 | $273K | Buy |
+2,229
| New | +$273K | 0.03% | 107 |
|