PS
Planned 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 |
-365
| Closed | -$97.6K | – | 610 |
|
|
2024
Q3 | $97.6K | Buy |
+365
| New | +$97.6K | 0.04% | 211 |
|
|
2024
Q1 | – | Sell |
-365
| Closed | -$88.2K | – | 530 |
|
|
2023
Q4 | $88.2K | Buy |
+365
| New | +$88.2K | 0.04% | 205 |
|
|
2021
Q1 | – | Sell |
-365
| Closed | -$98K | – | 390 |
|
|
2020
Q4 | $98K | Hold |
365
| – | – | 0.08% | 101 |
|
|
2020
Q3 | $78K | Buy |
+365
| New | +$78K | 0.08% | 100 |
|