YorkBridge Wealth Partners’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-61
| Closed | -$11K | – | 623 |
|
|
2019
Q2 | $11K | Hold |
61
| – | – | ﹤0.01% | 543 |
|
|
2019
Q1 | $11K | Sell |
61
-55
| -47% | -$9.92K | 0.01% | 583 |
|
|
2018
Q4 | $17K | Hold |
116
| – | – | 0.01% | 501 |
|
|
2018
Q3 | $21K | Hold |
116
| – | – | 0.01% | 516 |
|
|
2018
Q2 | $20K | Hold |
116
| – | – | 0.01% | 538 |
|
|
2018
Q1 | $19K | Sell |
116
-10
| -8% | -$1.64K | 0.01% | 543 |
|
|
2017
Q4 | $20K | Hold |
126
| – | – | 0.01% | 522 |
|
|
2017
Q3 | $19K | Buy |
126
+20
| +19% | +$3.02K | 0.01% | 537 |
|
|
2017
Q2 | $16K | Hold |
106
| – | – | 0.01% | 565 |
|
|
2017
Q1 | $15K | Hold |
106
| – | – | 0.01% | 569 |
|
|
2016
Q4 | $14K | Buy |
+106
| New | +$14K | 0.01% | 522 |
|