SWM
SVA Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.94M | Buy |
9,984
+20
| +0.2% | +$3.89K | 0.17% | 98 |
|
|
2020
Q3 | $1.53M | Sell |
9,964
-146
| -1% | -$22.4K | 0.15% | 106 |
|
|
2020
Q2 | $1.47M | Buy |
10,110
+624
| +7% | +$90.9K | 0.16% | 106 |
|
|
2020
Q1 | $1.1M | Buy |
9,486
+1,570
| +20% | +$181K | 0.13% | 114 |
|
|
2019
Q4 | $1.31M | Sell |
7,916
-145
| -2% | -$24K | 0.12% | 114 |
|
|
2019
Q3 | $1.24M | Buy |
8,061
+172
| +2% | +$26.5K | 0.12% | 111 |
|
|
2019
Q2 | $1.24M | Buy |
7,889
+241
| +3% | +$37.8K | 0.12% | 116 |
|
|
2019
Q1 | $1.17M | Sell |
7,648
-1,466
| -16% | -$224K | 0.11% | 121 |
|
|
2018
Q4 | $1.2M | Buy |
+9,114
| New | +$1.2M | 0.14% | 111 |
|
|
2015
Q1 | – | Sell |
-1,813
| Closed | -$212K | – | 213 |
|
|
2014
Q4 | $212K | Buy |
+1,813
| New | +$212K | 0.08% | 171 |
|