USCA RIA’s Vanguard Small-Cap ETF VB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$338K Sell
1,500
-750
-33% -$169K 0.02% 457
2021
Q1
$482K Sell
2,250
-250
-10% -$53.6K 0.03% 388
2020
Q4
$487K Buy
+2,500
New +$487K 0.03% 332