MPS Loria Financial Planners’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-770
| Closed | -$201K | – | 84 |
|
|
2024
Q1 | $201K | Buy |
+770
| New | +$201K | 0.07% | 80 |
|
|
2021
Q2 | – | Sell |
-682
| Closed | -$187K | – | 542 |
|
|
2021
Q1 | $187K | Buy |
682
+5
| +0.7% | +$1.37K | 0.09% | 85 |
|
|
2020
Q4 | $178K | Hold |
677
| – | – | 0.08% | 81 |
|
|
2020
Q3 | $146K | Sell |
677
-20
| -3% | -$4.31K | 0.08% | 80 |
|
|
2020
Q2 | $139K | Buy |
+697
| New | +$139K | 0.07% | 85 |
|
|
2017
Q3 | – | Sell |
-476
| Closed | -$69K | – | 322 |
|
|
2017
Q2 | $69K | Buy |
+476
| New | +$69K | 0.05% | 128 |
|