My Legacy 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
Q1 | – | Sell |
-966
| Closed | -$223K | – | 214 |
|
2022
Q4 | $223K | Sell |
966
-242
| -20% | -$55.7K | 0.09% | 198 |
|
2022
Q3 | $232K | Sell |
1,208
-299
| -20% | -$57.4K | 0.12% | 190 |
|
2022
Q2 | $305K | Sell |
1,507
-480
| -24% | -$97.1K | 0.15% | 177 |
|
2022
Q1 | $493K | Buy |
+1,987
| New | +$493K | 0.23% | 134 |
|