WFA
Wipfli Financial Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $106K | Buy |
+544
| New | +$106K | 0.01% | 700 |
|
|
2022
Q1 | – | Sell |
-3,351
| Closed | -$944K | – | 100 |
|
|
2021
Q4 | $944K | Sell |
3,351
-2,919
| -47% | -$823K | 0.11% | 20 |
|
|
2021
Q3 | $1.76M | Sell |
6,270
-1,673
| -21% | -$469K | 0.22% | 15 |
|
|
2021
Q2 | $2.3M | Sell |
7,943
-10,459
| -57% | -$3.03M | 0.33% | 14 |
|
|
2021
Q1 | $5.05M | Buy |
18,402
+12,158
| +195% | +$3.34M | 2.75% | 6 |
|
|
2020
Q4 | $1.67M | Buy |
+6,244
| New | +$1.67M | 1% | 6 |
|