Lumature Wealth Partners’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $175K | Sell |
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2023
Q1 | $173K | Hold |
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|
2022
Q4 | $160K | Sell |
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2022
Q3 | $188K | Sell |
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|
2022
Q2 | $205K | Sell |
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|
2022
Q1 | $295K | Sell |
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|
2021
Q4 | $366K | Sell |
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|
2021
Q3 | $367K | Sell |
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|
2021
Q2 | $388K | Sell |
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|
2021
Q1 | $400K | Sell |
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|
2020
Q4 | $405K | Buy |
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