Tyler-Stone Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-20
| Closed | -$5K | – | 860 |
|
|
2024
Q2 | $5K | Sell |
20
-10
| -33% | -$2.5K | ﹤0.01% | 739 |
|
|
2024
Q1 | $7.82K | Hold |
30
| – | – | ﹤0.01% | 670 |
|
|
2023
Q4 | $7.25K | Sell |
30
-20
| -40% | -$4.84K | ﹤0.01% | 662 |
|
|
2023
Q3 | $11K | Hold |
50
| – | – | 0.01% | 592 |
|
|
2023
Q2 | $11K | Buy |
+50
| New | +$11K | 0.01% | 593 |
|
|
2022
Q4 | $10K | Hold |
50
| – | – | 0.01% | 559 |
|
|
2022
Q3 | $10K | Hold |
50
| – | – | 0.01% | 543 |
|
|
2022
Q2 | $10K | Hold |
50
| – | – | 0.01% | 562 |
|
|
2022
Q1 | $12K | Hold |
50
| – | – | 0.01% | 544 |
|
|
2021
Q4 | $14K | Buy |
+50
| New | +$14K | 0.01% | 543 |
|