Poehling Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,904
| Closed | -$315K | – | 118 |
|
|
2019
Q4 | $315K | Buy |
+1,904
| New | +$315K | 0.21% | 86 |
|
|
2018
Q3 | – | Sell |
-1,229
| Closed | -$191K | – | 250 |
|
|
2018
Q2 | $191K | Hold |
1,229
| – | – | 0.17% | 95 |
|
|
2018
Q1 | $181K | Hold |
1,229
| – | – | 0.15% | 97 |
|
|
2017
Q4 | $182K | Buy |
+1,229
| New | +$182K | 0.15% | 94 |
|