WAM
WealthTrust Asset Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-999
| Closed | -$212K | – | 92 |
|
|
2022
Q1 | $212K | Sell |
999
-332
| -25% | -$70.5K | 0.15% | 76 |
|
|
2021
Q4 | $301K | Sell |
1,331
-19
| -1% | -$4.3K | 0.2% | 58 |
|
|
2021
Q3 | $295K | Sell |
1,350
-7
| -0.5% | -$1.53K | 0.26% | 52 |
|
|
2021
Q2 | $306K | Buy |
+1,357
| New | +$306K | 0.27% | 55 |
|