Miles 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 | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | – | Sell |
-10,491
| Closed | -$1.22M | – | 170 |
|
2014
Q4 | $1.22M | Hold |
10,491
| – | – | 0.66% | 46 |
|
2014
Q3 | $1.16M | Hold |
10,491
| – | – | 0.62% | 46 |
|
2014
Q2 | $1.23M | Sell |
10,491
-2,001
| -16% | -$234K | 0.62% | 48 |
|
2014
Q1 | $1.41M | Sell |
12,492
-7,520
| -38% | -$849K | 0.73% | 42 |
|
2013
Q4 | $2.2M | Hold |
20,012
| – | – | 1.08% | 22 |
|
2013
Q3 | $2.05M | Buy |
20,012
+298
| +2% | +$30.5K | 1.17% | 13 |
|
2013
Q2 | $1.85M | Buy |
+19,714
| New | +$1.85M | 0.85% | 25 |
|