Advisor Partners’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $549K | Buy |
3,665
+55
| +2% | +$8.24K | 0.04% | 450 |
|
|
2022
Q1 | $635K | Sell |
3,610
-807
| -18% | -$142K | 0.04% | 442 |
|
|
2021
Q4 | $790K | Buy |
4,417
+308
| +7% | +$55.1K | 0.05% | 375 |
|
|
2021
Q3 | $695K | Sell |
4,109
-31
| -0.7% | -$5.24K | 0.05% | 389 |
|
|
2021
Q2 | $719K | Buy |
4,140
+217
| +6% | +$37.7K | 0.05% | 389 |
|
|
2021
Q1 | $650K | Hold |
3,923
| – | – | 0.05% | 400 |
|
|
2020
Q4 | $558K | Buy |
+3,923
| New | +$558K | 0.04% | 425 |
|