MWM
MY Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-13,974
| Closed | -$2.73M | – | 25 |
|
|
2022
Q3 | $2.73M | Buy |
13,974
+45
| +0.3% | +$8.78K | 2.92% | 13 |
|
|
2022
Q2 | $2.74M | Buy |
13,929
+8
| +0.1% | +$1.58K | 2.96% | 14 |
|
|
2022
Q1 | $3.45M | Sell |
13,921
-6,868
| -33% | -$1.7M | 3.2% | 13 |
|
|
2021
Q4 | $5.86M | Buy |
+20,789
| New | +$5.86M | 5.15% | 7 |
|