TIA
Traphagen Investment Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,820
| Closed | -$334K | – | 148 |
|
|
2022
Q4 | $334K | Buy |
1,820
+45
| +3% | +$8.26K | 0.05% | 106 |
|
|
2022
Q3 | $303K | Hold |
1,775
| – | – | 0.06% | 97 |
|
|
2022
Q2 | $313K | Hold |
1,775
| – | – | 0.06% | 102 |
|
|
2022
Q1 | $377K | Buy |
+1,775
| New | +$377K | 0.06% | 88 |
|