BFG
Barber Financial Group’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,414
| Closed | -$1.45M | – | 169 |
|
|
2021
Q4 | $1.45M | Buy |
6,414
+679
| +12% | +$154K | 0.17% | 48 |
|
|
2021
Q3 | $1.25M | Buy |
5,735
+18
| +0.3% | +$3.94K | 0.16% | 51 |
|
|
2021
Q2 | $1.29M | Sell |
5,717
-97
| -2% | -$21.9K | 0.18% | 48 |
|
|
2021
Q1 | $1.25M | Sell |
5,814
-1,218
| -17% | -$261K | 0.18% | 54 |
|
|
2020
Q4 | $1.37M | Sell |
7,032
-195
| -3% | -$38K | 0.25% | 50 |
|
|
2020
Q3 | $1.11M | Buy |
7,227
+70
| +1% | +$10.8K | 0.24% | 50 |
|
|
2020
Q2 | $1.04M | Buy |
7,157
+16
| +0.2% | +$2.33K | 0.25% | 51 |
|
|
2020
Q1 | $824K | Sell |
7,141
-187
| -3% | -$21.6K | 0.26% | 47 |
|
|
2019
Q4 | $1.21M | Sell |
7,328
-9
| -0.1% | -$1.49K | 0.25% | 62 |
|
|
2019
Q3 | $1.13M | Buy |
7,337
+22
| +0.3% | +$3.39K | 0.24% | 62 |
|
|
2019
Q2 | $1.15M | Sell |
7,315
-551
| -7% | -$86.3K | 0.27% | 57 |
|
|
2019
Q1 | $1.2M | Sell |
7,866
-274
| -3% | -$41.9K | 0.24% | 51 |
|
|
2018
Q4 | $1.07M | Buy |
8,140
+73
| +0.9% | +$9.63K | 0.23% | 60 |
|
|
2018
Q3 | $1.31M | Sell |
8,067
-110
| -1% | -$17.9K | 0.32% | 53 |
|
|
2018
Q2 | $1.27M | Sell |
8,177
-97
| -1% | -$15.1K | 0.37% | 47 |
|
|
2018
Q1 | $1.22M | Sell |
8,274
-300
| -3% | -$44.1K | 0.32% | 54 |
|
|
2017
Q4 | $1.27M | Sell |
8,574
-17,359
| -67% | -$2.57M | 0.32% | 56 |
|
|
2017
Q3 | $3.67M | Sell |
25,933
-1,329
| -5% | -$188K | 1.04% | 32 |
|
|
2017
Q2 | $3.7M | Buy |
27,262
+89
| +0.3% | +$12.1K | 1.2% | 24 |
|
|
2017
Q1 | $3.62M | Sell |
27,173
-370
| -1% | -$49.3K | 1.24% | 24 |
|
|
2016
Q4 | $3.55M | Buy |
+27,543
| New | +$3.55M | 1.28% | 20 |
|