WealthStone’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
Q1 | $916K | Sell |
4,283
-1
| -0% | -$214 | 0.32% | 49 |
|
|
2020
Q4 | $834K | Buy |
4,284
+1,026
| +31% | +$200K | 0.3% | 51 |
|
|
2020
Q3 | $501K | Sell |
3,258
-849
| -21% | -$131K | 0.23% | 66 |
|
|
2020
Q2 | $598K | Hold |
4,107
| – | – | 0.29% | 49 |
|
|
2020
Q1 | $474K | Sell |
4,107
-1,091
| -21% | -$126K | 0.48% | 16 |
|
|
2019
Q4 | $860K | Sell |
5,198
-667
| -11% | -$110K | 0.51% | 18 |
|
|
2019
Q3 | $903K | Buy |
+5,865
| New | +$903K | 0.48% | 24 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 48 |
|