Birchcreek Wealth 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
Q1 | – | Sell |
-1,121
| Closed | -$200K | – | 122 |
|
|
2021
Q4 | $200K | Sell |
1,121
-254
| -18% | -$45.3K | 0.17% | 118 |
|
|
2021
Q3 | $233K | Buy |
+1,375
| New | +$233K | 0.22% | 103 |
|
|
2021
Q2 | – | Sell |
-1,691
| Closed | -$280K | – | 123 |
|
|
2021
Q1 | $280K | Sell |
1,691
-330
| -16% | -$54.6K | 0.3% | 78 |
|
|
2020
Q4 | $287K | Buy |
+2,021
| New | +$287K | 0.28% | 75 |
|