SWA
Sutton Wealth Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $41.6K | Sell |
194
-2
| -1% | -$428 | 0.02% | 249 |
|
|
2023
Q2 | $45K | Sell |
196
-1
| -0.5% | -$230 | 0.02% | 237 |
|
|
2023
Q1 | $42.6K | Hold |
197
| – | – | 0.02% | 214 |
|
|
2022
Q4 | $39.5K | Hold |
197
| – | – | 0.02% | 457 |
|
|
2022
Q3 | $38.4K | Sell |
197
-11
| -5% | -$2.15K | 0.02% | 446 |
|
|
2022
Q2 | $41K | Sell |
208
-2
| -1% | -$394 | 0.02% | 435 |
|
|
2022
Q1 | $52.1K | Hold |
210
| – | – | 0.02% | 386 |
|
|
2021
Q4 | $59.2K | Hold |
210
| – | – | 0.02% | 369 |
|
|
2021
Q3 | $58.8K | Buy |
210
+2
| +1% | +$560 | 0.02% | 358 |
|
|
2021
Q2 | $60.3K | Hold |
208
| – | – | 0.02% | 357 |
|
|
2021
Q1 | $57.1K | Buy |
208
+1
| +0.5% | +$275 | 0.02% | 361 |
|
|
2020
Q4 | $55.4K | Buy |
207
+12
| +6% | +$3.21K | 0.02% | 331 |
|
|
2020
Q3 | $41.9K | Buy |
195
+71
| +57% | +$15.3K | 0.02% | 336 |
|
|
2020
Q2 | $24.8K | Hold |
124
| – | – | 0.01% | 473 |
|
|
2020
Q1 | $18.6K | Hold |
124
| – | – | 0.01% | 498 |
|
|
2019
Q4 | $24.6K | Hold |
124
| – | – | 0.01% | 523 |
|
|
2019
Q3 | $22.6K | Hold |
124
| – | – | 0.01% | 544 |
|
|
2019
Q2 | $23.1K | Hold |
124
| – | – | 0.01% | 525 |
|
|
2019
Q1 | $22.3K | Hold |
124
| – | – | 0.01% | 536 |
|
|
2018
Q4 | $18.7K | Hold |
124
| – | – | 0.01% | 546 |
|
|
2018
Q3 | $23.2K | Hold |
124
| – | – | 0.02% | 534 |
|
|
2018
Q2 | $21.8K | Hold |
124
| – | – | 0.02% | 558 |
|
|
2018
Q1 | $20.3K | Hold |
124
| – | – | 0.01% | 563 |
|
|
2017
Q4 | $19.9K | Hold |
124
| – | – | 0.01% | 557 |
|
|
2017
Q3 | $18.9K | Hold |
124
| – | – | 0.01% | 568 |
|
|
2017
Q2 | $18.1K | Hold |
124
| – | – | 0.01% | 573 |
|
|
2017
Q1 | $17.4K | Hold |
124
| – | – | 0.01% | 561 |
|
|
2016
Q4 | $16.5K | Hold |
124
| – | – | 0.01% | 553 |
|
|
2016
Q3 | $16.3K | Hold |
124
| – | – | 0.01% | 521 |
|
|
2016
Q2 | $15.4K | Hold |
124
| – | – | 0.01% | 514 |
|
|
2016
Q1 | $14.8K | Buy |
+124
| New | +$14.8K | 0.01% | 512 |
|