SWA
SFMG Wealth Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-806
| Closed | -$227K | – | 324 |
|
|
2021
Q4 | $227K | Hold |
806
| – | – | 0.02% | 250 |
|
|
2021
Q3 | $226K | Sell |
806
-193
| -19% | -$54.1K | 0.03% | 223 |
|
|
2021
Q2 | $290K | Buy |
999
+93
| +10% | +$27K | 0.03% | 200 |
|
|
2021
Q1 | $249K | Hold |
906
| – | – | 0.03% | 205 |
|
|
2020
Q4 | $242K | Buy |
+906
| New | +$242K | 0.03% | 190 |
|