Capstone Wealth Management Group (Pennsylvania)’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 |
-7,521
| Closed | -$1.19M | – | 64 |
|
|
2022
Q4 | $1.19M | Sell |
7,521
-342
| -4% | -$54.3K | 1.29% | 21 |
|
|
2022
Q3 | $1.13M | Sell |
7,863
-400
| -5% | -$57.4K | 1.44% | 20 |
|
|
2022
Q2 | $1.24M | Sell |
8,263
-203
| -2% | -$30.4K | 1.49% | 18 |
|
|
2022
Q1 | $1.49M | Sell |
8,466
-428
| -5% | -$75.3K | 1.49% | 17 |
|
|
2021
Q4 | $1.59M | Buy |
+8,894
| New | +$1.59M | 1.29% | 20 |
|