YWP
YorkBridge Wealth Partners’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-575
| Closed | -$90K | – | 622 |
|
|
2019
Q2 | $90K | Hold |
575
| – | – | 0.04% | 303 |
|
|
2019
Q1 | $88K | Buy |
575
+150
| +35% | +$23K | 0.04% | 297 |
|
|
2018
Q4 | $56K | Hold |
425
| – | – | 0.03% | 323 |
|
|
2018
Q3 | $68K | Sell |
425
-400
| -48% | -$64K | 0.03% | 327 |
|
|
2018
Q2 | $128K | Hold |
825
| – | – | 0.06% | 248 |
|
|
2018
Q1 | $123K | Hold |
825
| – | – | 0.06% | 260 |
|
|
2017
Q4 | $119K | Hold |
825
| – | – | 0.06% | 255 |
|
|
2017
Q3 | $117K | Sell |
825
-906
| -52% | -$128K | 0.06% | 242 |
|
|
2017
Q2 | $236K | Hold |
1,731
| – | – | 0.13% | 156 |
|
|
2017
Q1 | $233K | Sell |
1,731
-10
| -0.6% | -$1.35K | 0.12% | 153 |
|
|
2016
Q4 | $224K | Buy |
+1,741
| New | +$224K | 0.13% | 149 |
|