SWMG
Signature Wealth Management Group’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,246
| Closed | -$372K | – | 84 |
|
|
2019
Q4 | $372K | Buy |
2,246
+358
| +19% | +$59.3K | 0.23% | 70 |
|
|
2019
Q3 | $290K | Buy |
1,888
+38
| +2% | +$5.84K | 0.19% | 72 |
|
|
2019
Q2 | $293K | Buy |
+1,850
| New | +$293K | 0.2% | 72 |
|
|
2018
Q4 | – | Sell |
-622
| Closed | -$89K | – | 282 |
|
|
2018
Q3 | $89K | Buy |
622
+323
| +108% | +$46.2K | 0.07% | 89 |
|
|
2018
Q2 | $47K | Hold |
299
| – | – | 0.03% | 109 |
|
|
2018
Q1 | $44K | Buy |
299
+164
| +121% | +$24.1K | 0.03% | 106 |
|
|
2017
Q4 | $20K | Buy |
+135
| New | +$20K | 0.01% | 145 |
|