Moss Adams Wealth Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-102
| Closed | -$21.8K | – | 169 |
|
|
2023
Q3 | $21.8K | Hold |
102
| – | – | 0.01% | 133 |
|
|
2023
Q2 | $23.4K | Hold |
102
| – | – | 0.01% | 119 |
|
|
2023
Q1 | $22.1K | Sell |
102
-3,191
| -97% | -$691K | 0.01% | 126 |
|
|
2022
Q4 | $660K | Buy |
+3,293
| New | +$660K | 0.33% | 48 |
|