SGAM
Steinberg Global Asset Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $981K | Sell |
6,418
-454
| -7% | -$69.4K | 0.15% | 136 |
|
|
2018
Q4 | $907K | Buy |
+6,872
| New | +$907K | 0.16% | 124 |
|
|
2017
Q3 | – | Sell |
-15,150
| Closed | -$2.05M | – | 237 |
|
|
2017
Q2 | $2.05M | Buy |
15,150
+5,395
| +55% | +$731K | 0.31% | 76 |
|
|
2017
Q1 | $1.3M | Buy |
+9,755
| New | +$1.3M | 0.21% | 93 |
|