MWP
Meridian Wealth Partners’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-88
| Closed | -$24K | – | 1208 |
|
2021
Q1 | $24K | Sell |
88
-52
| -37% | -$14.2K | 0.01% | 257 |
|
2020
Q4 | $37K | Hold |
140
| – | – | 0.02% | 160 |
|
2020
Q3 | $30K | Sell |
140
-28
| -17% | -$6K | 0.02% | 167 |
|
2020
Q2 | $34K | Buy |
+168
| New | +$34K | 0.02% | 155 |
|