UTC
Unified Trust Company’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $25.5M | Buy |
116,825
+1,010
| +0.9% | +$221K | 7.53% | 2 |
|
|
2021
Q2 | $26.1M | Buy |
115,815
+4,365
| +4% | +$983K | 7.73% | 2 |
|
|
2021
Q1 | $23.9M | Buy |
111,450
+516
| +0.5% | +$110K | 7.77% | 2 |
|
|
2020
Q4 | $23M | Buy |
110,934
+5,335
| +5% | +$1.11M | 13.36% | 1 |
|
|
2020
Q3 | $16.2M | Buy |
105,599
+4,287
| +4% | +$659K | 11.52% | 1 |
|
|
2020
Q2 | $14.8M | Buy |
+101,312
| New | +$14.8M | 11.11% | 1 |
|