SIS
SVB Investment Services’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $2.17M | Buy |
10,219
+3,579
| +54% | +$761K | 1.35% | 16 |
|
|
2021
Q4 | $1.5M | Sell |
6,640
-12
| -0.2% | -$2.71K | 1% | 19 |
|
|
2021
Q3 | $1.46M | Buy |
6,652
+88
| +1% | +$19.2K | 0.97% | 18 |
|
|
2021
Q2 | $1.48M | Sell |
6,564
-179
| -3% | -$40.3K | 0.99% | 17 |
|
|
2021
Q1 | $1.44M | Sell |
6,743
-193
| -3% | -$41.3K | 1.15% | 16 |
|
|
2020
Q4 | $1.35M | Sell |
6,936
-1,251
| -15% | -$243K | 1.05% | 16 |
|
|
2020
Q3 | $1.26M | Buy |
8,187
+47
| +0.6% | +$7.23K | 1.07% | 17 |
|
|
2020
Q2 | $1.19M | Sell |
8,140
-8,618
| -51% | -$1.26M | 1.09% | 18 |
|
|
2020
Q1 | $1.93M | Buy |
16,758
+12,972
| +343% | +$1.5M | 1.68% | 14 |
|
|
2019
Q4 | $627K | Buy |
+3,786
| New | +$627K | 0.59% | 21 |
|