Barber Financial Group’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
2017
Q4
Sell
-1,571
Closed -$201K 138
2017
Q3
$201K Sell
1,571
-394
-20% -$50.4K 0.06% 100
2017
Q2
$242K Sell
1,965
-1,260
-39% -$155K 0.08% 69
2017
Q1
$396K Sell
3,225
-235
-7% -$28.9K 0.14% 54
2016
Q4
$419K Buy
+3,460
New +$419K 0.15% 51