UFA
US Financial Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-805
| Closed | -$227K | – | 83 |
|
|
2021
Q4 | $227K | Hold |
805
| – | – | 0.1% | 69 |
|
|
2021
Q3 | $226K | Sell |
805
-64
| -7% | -$18K | 0.11% | 59 |
|
|
2021
Q2 | $252K | Sell |
869
-6,656
| -88% | -$1.93M | 0.12% | 60 |
|
|
2021
Q1 | $2.07M | Sell |
7,525
-86
| -1% | -$23.6K | 0.57% | 38 |
|
|
2020
Q4 | $2.04M | Buy |
+7,611
| New | +$2.04M | 0.61% | 34 |
|
|
2016
Q2 | $1.47M | Hold |
12,341
| – | – | 2.95% | 15 |
|
|
2016
Q1 | $1.47M | Buy |
12,341
+12,241
| +12,241% | +$1.46M | 2.56% | 15 |
|
|
2015
Q4 | $12K | Hold |
100
| – | – | 0.01% | 298 |
|
|
2015
Q3 | $12K | Hold |
100
| – | – | 0.02% | 247 |
|
|
2015
Q2 | $13K | Hold |
100
| – | – | 0.01% | 218 |
|
|
2015
Q1 | $13K | Sell |
100
-50
| -33% | -$6.5K | 0.01% | 240 |
|
|
2014
Q4 | $19K | Buy |
+150
| New | +$19K | 0.02% | 190 |
|