WFWM
Wechter Feldman Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $266K | Buy |
918
+16
| +2% | +$4.64K | 0.19% | 19 |
|
|
2021
Q1 | $248K | Hold |
902
| – | – | 0.18% | 24 |
|
|
2020
Q4 | $241K | Buy |
+902
| New | +$241K | 0.18% | 24 |
|
|
2018
Q4 | – | Sell |
-73,722
| Closed | -$13.8M | – | 35 |
|
|
2018
Q3 | $13.8M | Buy |
73,722
+537
| +0.7% | +$101K | 8.44% | 3 |
|
|
2018
Q2 | $12.9M | Sell |
73,185
-1,247
| -2% | -$219K | 8.85% | 4 |
|
|
2018
Q1 | $12.2M | Buy |
+74,432
| New | +$12.2M | 8.63% | 4 |
|