Summit Financial Wealth Advisors’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
2015
Q3
Sell
-580
Closed -$70K 256
2015
Q2
$70K Hold
580
0.04% 121
2015
Q1
$70K Sell
580
-150
-21% -$18.1K 0.05% 105
2014
Q4
$85K Buy
+730
New +$85K 0.06% 98