WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.16K | Hold |
9
| – | – | ﹤0.01% | 847 |
|
|
2024
Q3 | $2.14K | Hold |
9
| – | – | ﹤0.01% | 895 |
|
|
2024
Q2 | $1.96K | Sell |
9
-14
| -61% | -$3.05K | ﹤0.01% | 892 |
|
|
2024
Q1 | $5.26K | Buy |
+23
| New | +$5.26K | ﹤0.01% | 708 |
|
|
2022
Q2 | – | Sell |
-8
| Closed | -$1.7K | – | 546 |
|
|
2022
Q1 | $1.7K | Buy |
+8
| New | +$1.7K | ﹤0.01% | 436 |
|