APWA
Atlas Private Wealth Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-775
| Closed | -$131K | – | 676 |
|
|
2021
Q3 | $131K | Sell |
775
-99
| -11% | -$16.7K | 0.07% | 156 |
|
|
2021
Q2 | $152K | Sell |
874
-55
| -6% | -$9.57K | 0.08% | 129 |
|
|
2021
Q1 | $154K | Buy |
929
+80
| +9% | +$13.3K | 0.09% | 122 |
|
|
2020
Q4 | $121K | Sell |
849
-40
| -4% | -$5.7K | 0.08% | 133 |
|
|
2020
Q3 | $98K | Sell |
889
-25
| -3% | -$2.76K | 0.08% | 144 |
|
|
2020
Q2 | $98K | Buy |
+914
| New | +$98K | 0.09% | 146 |
|