Parisi Gray Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-76
| Closed | -$17K | – | 532 |
|
2021
Q2 | $17K | Buy |
+76
| New | +$17K | 0.01% | 391 |
|
2019
Q2 | – | Sell |
-76
| Closed | -$12K | – | 439 |
|
2019
Q1 | $12K | Hold |
76
| – | – | 0.01% | 366 |
|
2018
Q4 | $10K | Hold |
76
| – | – | 0.01% | 396 |
|
2018
Q3 | $12K | Hold |
76
| – | – | 0.01% | 388 |
|
2018
Q2 | $12K | Hold |
76
| – | – | 0.01% | 398 |
|
2018
Q1 | $11K | Hold |
76
| – | – | 0.01% | 427 |
|
2017
Q4 | $11K | Buy |
+76
| New | +$11K | 0.01% | 442 |
|