Beck Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-13,311
| Closed | -$2.34M | – | 155 |
|
|
2022
Q1 | $2.34M | Sell |
13,311
-4,540
| -25% | -$799K | 0.71% | 55 |
|
|
2021
Q4 | $3.19M | Buy |
17,851
+22
| +0.1% | +$3.94K | 0.99% | 39 |
|
|
2021
Q3 | $3.02M | Buy |
17,829
+210
| +1% | +$35.5K | 1.01% | 39 |
|
|
2021
Q2 | $3.06M | Sell |
17,619
-17,507
| -50% | -$3.04M | 1.03% | 43 |
|
|
2021
Q1 | $5.82M | Sell |
35,126
-723
| -2% | -$120K | 2.19% | 8 |
|
|
2020
Q4 | $5.1M | Buy |
+35,849
| New | +$5.1M | 2.12% | 11 |
|