AllSquare Wealth Management’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 | – | Hold |
0
| – | – | – | 544 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 550 |
|
|
2019
Q3 | – | Sell |
-17
| Closed | -$2K | – | 476 |
|
|
2019
Q2 | $2K | Hold |
17
| – | – | ﹤0.01% | 432 |
|
|
2019
Q1 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 437 |
|
|
2015
Q2 | – | Sell |
-335
| Closed | -$37K | – | 339 |
|
|
2015
Q1 | $37K | Hold |
335
| – | – | 0.04% | 139 |
|
|
2014
Q4 | $35K | Buy |
+335
| New | +$35K | 0.03% | 142 |
|