WCM
Whitener Capital Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-228
| Closed | -$41K | – | 416 |
|
|
2019
Q3 | $41K | Hold |
228
| – | – | 0.02% | 240 |
|
|
2019
Q2 | $42K | Hold |
228
| – | – | 0.02% | 238 |
|
|
2019
Q1 | $40K | Buy |
228
+120
| +111% | +$21.1K | 0.03% | 235 |
|
|
2018
Q4 | $16K | Hold |
108
| – | – | 0.01% | 276 |
|
|
2018
Q3 | $20K | Buy |
+108
| New | +$20K | 0.01% | 279 |
|
|
2018
Q2 | – | Sell |
-108
| Closed | -$17K | – | 384 |
|
|
2018
Q1 | $17K | Hold |
108
| – | – | 0.01% | 296 |
|
|
2017
Q4 | $17K | Buy |
+108
| New | +$17K | 0.01% | 276 |
|