TRUE Private Wealth Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-170
| Closed | -$33K | – | 839 |
|
|
2019
Q4 | $33K | Buy |
+170
| New | +$33K | 0.01% | 418 |
|
|
2019
Q3 | – | Sell |
-170
| Closed | -$31K | – | 691 |
|
|
2019
Q2 | $31K | Buy |
+170
| New | +$31K | 0.01% | 397 |
|
|
2018
Q4 | – | Sell |
-3,766
| Closed | -$707K | – | 874 |
|
|
2018
Q3 | $707K | Buy |
3,766
+1,099
| +41% | +$206K | 0.1% | 138 |
|
|
2018
Q2 | $468K | Buy |
+2,667
| New | +$468K | 0.07% | 167 |
|