VWA
V Wealth Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-5,796
| Closed | -$1.55M | – | 441 |
|
|
2020
Q4 | $1.55M | Buy |
5,796
+3,194
| +123% | +$855K | 0.32% | 71 |
|
|
2020
Q3 | $559K | Sell |
2,602
-637
| -20% | -$137K | 0.39% | 72 |
|
|
2020
Q2 | $647K | Buy |
3,239
+1,835
| +131% | +$367K | 0.17% | 151 |
|
|
2020
Q1 | $211K | Buy |
+1,404
| New | +$211K | 0.07% | 284 |
|
|
2017
Q3 | – | Sell |
-5
| Closed | -$1K | – | 686 |
|
|
2017
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 793 |
|