Neumeier Poma Investment Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-73,600
| Closed | -$11.2M | – | 44 |
|
|
2019
Q1 | $11.2M | Sell |
73,600
-6,050
| -8% | -$924K | 0.94% | 39 |
|
|
2018
Q4 | $10.5M | Sell |
79,650
-6,350
| -7% | -$838K | 1% | 40 |
|
|
2018
Q3 | $14M | Buy |
86,000
+32,900
| +62% | +$5.35M | 1.16% | 37 |
|
|
2018
Q2 | $8.27M | Sell |
53,100
-3,200
| -6% | -$498K | 0.77% | 43 |
|
|
2018
Q1 | $8.27M | Sell |
56,300
-12,600
| -18% | -$1.85M | 0.85% | 41 |
|
|
2017
Q4 | $10.2M | Buy |
68,900
+7,800
| +13% | +$1.15M | 1.02% | 39 |
|
|
2017
Q3 | $8.64M | Buy |
+61,100
| New | +$8.64M | 0.9% | 36 |
|