SWM
Selective Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8
| Closed | -$2K | – | 692 |
|
|
2022
Q3 | $2K | Sell |
8
-10
| -56% | -$2.5K | ﹤0.01% | 693 |
|
|
2022
Q2 | $4K | Hold |
18
| – | – | ﹤0.01% | 657 |
|
|
2022
Q1 | $4K | Hold |
18
| – | – | ﹤0.01% | 621 |
|
|
2021
Q4 | $5K | Hold |
18
| – | – | ﹤0.01% | 556 |
|
|
2021
Q3 | $5K | Hold |
18
| – | – | ﹤0.01% | 500 |
|
|
2021
Q2 | $5K | Buy |
18
+10
| +125% | +$2.78K | ﹤0.01% | 412 |
|
|
2021
Q1 | $2K | Hold |
8
| – | – | ﹤0.01% | 366 |
|
|
2020
Q4 | $2K | Hold |
8
| – | – | ﹤0.01% | 348 |
|
|
2020
Q3 | $2K | Hold |
8
| – | – | ﹤0.01% | 291 |
|
|
2020
Q2 | $2K | Hold |
8
| – | – | ﹤0.01% | 391 |
|
|
2020
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 323 |
|
|
2019
Q4 | $2K | Hold |
8
| – | – | ﹤0.01% | 300 |
|
|
2019
Q3 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 329 |
|