Atwood & Palmer’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | -$10 | – | 511 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 438 |
|
|
2022
Q2 | – | Sell |
-180
| Closed | -$32K | – | 450 |
|
|
2022
Q1 | $32K | Hold |
180
| – | – | ﹤0.01% | 269 |
|
|
2021
Q4 | $32K | Hold |
180
| – | – | ﹤0.01% | 272 |
|
|
2021
Q3 | $30K | Buy |
+180
| New | +$30K | ﹤0.01% | 266 |
|
|
2019
Q2 | – | Sell |
-30
| Closed | -$4K | – | 334 |
|
|
2019
Q1 | $4K | Hold |
30
| – | – | ﹤0.01% | 300 |
|
|
2018
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 298 |
|
|
2018
Q3 | $4K | Buy |
+30
| New | +$4K | ﹤0.01% | 287 |
|