SMA
Simply Money Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $20M | Sell |
136,433
-9,954
| -7% | -$1.46M | 2.82% | 13 |
|
|
2017
Q4 | $21.6M | Buy |
146,387
+340
| +0.2% | +$50.3K | 2.79% | 13 |
|
|
2017
Q3 | $20.6M | Buy |
146,047
+4,550
| +3% | +$643K | 2.73% | 13 |
|
|
2017
Q2 | $19.2M | Buy |
141,497
+4,737
| +3% | +$642K | 2.62% | 14 |
|
|
2017
Q1 | $18.2M | Buy |
136,760
+4,746
| +4% | +$633K | 2.55% | 14 |
|
|
2016
Q4 | $17M | Buy |
132,014
+27,516
| +26% | +$3.55M | 2.45% | 14 |
|
|
2016
Q3 | $12.8M | Buy |
+104,498
| New | +$12.8M | 1.97% | 15 |
|
|
2013
Q3 | – | Sell |
-623
| Closed | -$58K | – | 347 |
|
|
2013
Q2 | $58K | Buy |
+623
| New | +$58K | 0.01% | 59 |
|