Southern Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,759
| Closed | -$483K | – | 56 |
|
|
2021
Q1 | $483K | Hold |
1,759
| – | – | 0.16% | 48 |
|
|
2020
Q4 | $471K | Hold |
1,759
| – | – | 0.18% | 48 |
|
|
2020
Q3 | $378K | Hold |
1,759
| – | – | 0.14% | 48 |
|
|
2020
Q2 | $351K | Hold |
1,759
| – | – | 0.07% | 47 |
|
|
2020
Q1 | $264K | Hold |
1,759
| – | – | 0.06% | 49 |
|
|
2019
Q4 | $350K | Buy |
+1,759
| New | +$350K | 0.07% | 48 |
|