BFA
BBJS Financial Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $16.7M | Buy |
82,989
+45
| +0.1% | +$9.04K | 5.94% | 4 |
|
|
2024
Q2 | $15.1M | Sell |
82,944
-3,612
| -4% | -$659K | 5.64% | 5 |
|
|
2024
Q1 | $16.6M | Buy |
86,556
+8,668
| +11% | +$1.66M | 5.92% | 4 |
|
|
2023
Q4 | $14M | Buy |
77,888
+2,749
| +4% | +$495K | 4.87% | 4 |
|
|
2023
Q3 | $12M | Buy |
75,139
+5,055
| +7% | +$806K | 4.54% | 4 |
|
|
2023
Q2 | $11.6M | Sell |
70,084
-299
| -0.4% | -$49.5K | 4.64% | 5 |
|
|
2023
Q1 | $11.2M | Sell |
70,383
-693
| -1% | -$110K | 4.55% | 5 |
|
|
2022
Q4 | $11.3M | Buy |
+71,076
| New | +$11.3M | 5.09% | 4 |
|