Personal CFO Solutions’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,313
| Closed | -$351K | – | 602 |
|
|
2024
Q3 | $351K | Buy |
1,313
+10
| +0.8% | +$2.67K | 0.05% | 353 |
|
|
2024
Q2 | $326K | Hold |
1,303
| – | – | 0.05% | 356 |
|
|
2024
Q1 | $340K | Buy |
+1,303
| New | +$340K | 0.05% | 360 |
|
|
2020
Q1 | – | Sell |
-1,043
| Closed | -$207K | – | 370 |
|
|
2019
Q4 | $207K | Sell |
1,043
-125
| -11% | -$24.8K | 0.06% | 313 |
|
|
2019
Q3 | $213K | Buy |
+1,168
| New | +$213K | 0.08% | 259 |
|