Bellwether Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-43
| Closed | -$6.83K | – | 578 |
|
|
2022
Q4 | $6.83K | Hold |
43
| – | – | ﹤0.01% | 294 |
|
|
2022
Q3 | $6K | Sell |
43
-34
| -44% | -$4.74K | ﹤0.01% | 313 |
|
|
2022
Q2 | $11K | Hold |
77
| – | – | ﹤0.01% | 245 |
|
|
2022
Q1 | $13K | Hold |
77
| – | – | ﹤0.01% | 295 |
|
|
2021
Q4 | $13K | Hold |
77
| – | – | ﹤0.01% | 310 |
|
|
2021
Q3 | $13K | Hold |
77
| – | – | ﹤0.01% | 286 |
|
|
2021
Q2 | $13K | Hold |
77
| – | – | ﹤0.01% | 253 |
|
|
2021
Q1 | $12K | Hold |
77
| – | – | ﹤0.01% | 242 |
|
|
2020
Q4 | $10K | Buy |
+77
| New | +$10K | ﹤0.01% | 238 |
|