QFA
Quattro Financial Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-2,299
| Closed | -$337K | – | 85 |
|
2018
Q1 | $337K | Hold |
2,299
| – | – | 0.13% | 36 |
|
2017
Q4 | $344K | Buy |
2,299
+507
| +28% | +$75.9K | 0.1% | 54 |
|
2017
Q3 | $256K | Buy |
+1,792
| New | +$256K | 0.08% | 71 |
|
2017
Q2 | – | Sell |
-1,792
| Closed | -$239K | – | 75 |
|
2017
Q1 | $239K | Buy |
+1,792
| New | +$239K | 0.12% | 50 |
|