PWP
Personal Wealth Partners’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-850
| Closed | -$238K | – | 81 |
|
|
2021
Q3 | $238K | Buy |
850
+1
| +0.1% | +$280 | 0.1% | 73 |
|
|
2021
Q2 | $246K | Buy |
849
+1
| +0.1% | +$290 | 0.1% | 71 |
|
|
2021
Q1 | $233K | Hold |
848
| – | – | 0.11% | 69 |
|
|
2020
Q4 | $227K | Buy |
+848
| New | +$227K | 0.11% | 63 |
|
|
2020
Q1 | – | Sell |
-610
| Closed | -$121K | – | 589 |
|
|
2019
Q4 | $121K | Buy |
610
+1
| +0.2% | +$198 | 0.05% | 95 |
|
|
2019
Q3 | $111K | Buy |
609
+2
| +0.3% | +$365 | 0.05% | 96 |
|
|
2019
Q2 | $113K | Buy |
+607
| New | +$113K | 0.05% | 81 |
|