SWPG
Strategic Wealth Partners Group’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-793
| Closed | -$222K | – | 68 |
|
|
2021
Q3 | $222K | Buy |
+793
| New | +$222K | 0.04% | 62 |
|
|
2021
Q1 | $243K | Buy |
+883
| New | +$243K | 0.05% | 58 |
|
|
2020
Q1 | – | Sell |
-1,136
| Closed | -$226K | – | 60 |
|
|
2019
Q4 | $226K | Buy |
+1,136
| New | +$226K | 0.05% | 53 |
|