Relaxing Retirement Coach’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $323K | Hold |
1,622
| – | – | 0.1% | 60 |
|
|
2023
Q1 | $307K | Hold |
1,622
| – | – | 0.1% | 53 |
|
|
2022
Q4 | $298K | Hold |
1,622
| – | – | 0.11% | 54 |
|
|
2022
Q3 | $278K | Hold |
1,622
| – | – | 0.13% | 43 |
|
|
2022
Q2 | $286K | Hold |
1,622
| – | – | 0.14% | 44 |
|
|
2022
Q1 | $345K | Hold |
1,622
| – | – | 0.18% | 40 |
|
|
2021
Q4 | $366K | Hold |
1,622
| – | – | 0.21% | 40 |
|
|
2021
Q3 | $355K | Hold |
1,622
| – | – | 0.29% | 37 |
|
|
2021
Q2 | $365K | Hold |
1,622
| – | – | 0.31% | 38 |
|
|
2021
Q1 | $347K | Hold |
1,622
| – | – | 0.4% | 38 |
|
|
2020
Q4 | $316K | Sell |
1,622
-2,816
| -63% | -$549K | 0.35% | 41 |
|
|
2020
Q3 | $684K | Buy |
4,438
+2,213
| +99% | +$341K | 0.3% | 42 |
|
|
2020
Q2 | $324K | Sell |
2,225
-965
| -30% | -$141K | 0.23% | 42 |
|
|
2020
Q1 | $368K | Hold |
3,190
| – | – | 0.23% | 42 |
|
|
2019
Q4 | $528K | Hold |
3,190
| – | – | 0.15% | 42 |
|
|
2019
Q3 | $491K | Hold |
3,190
| – | – | 0.15% | 42 |
|
|
2019
Q2 | $499K | Hold |
3,190
| – | – | 0.15% | 42 |
|
|
2019
Q1 | $488K | Hold |
3,190
| – | – | 0.15% | 42 |
|
|
2018
Q4 | $420K | Hold |
3,190
| – | – | 0.14% | 42 |
|
|
2018
Q3 | $519K | Hold |
3,190
| – | – | 0.16% | 43 |
|
|
2018
Q2 | $497K | Hold |
3,190
| – | – | 0.15% | 42 |
|
|
2018
Q1 | $469K | Hold |
3,190
| – | – | 0.15% | 43 |
|
|
2017
Q4 | $473K | Buy |
+3,190
| New | +$473K | 0.15% | 45 |
|