Squar Milner Financial Services’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-704
| Closed | -$81K | – | 715 |
|
|
2020
Q1 | $81K | Hold |
704
| – | – | 0.05% | 306 |
|
|
2019
Q4 | $116K | Buy |
+704
| New | +$116K | 0.06% | 294 |
|
|
2019
Q3 | – | Sell |
-704
| Closed | -$110K | – | 691 |
|
|
2019
Q2 | $110K | Hold |
704
| – | – | 0.07% | 265 |
|
|
2019
Q1 | $107K | Hold |
704
| – | – | 0.08% | 248 |
|
|
2018
Q4 | $93K | Hold |
704
| – | – | 0.09% | 230 |
|
|
2018
Q3 | $114K | Buy |
704
+104
| +17% | +$16.8K | 0.1% | 225 |
|
|
2018
Q2 | $93K | Buy |
+600
| New | +$93K | 0.08% | 259 |
|