CPA
Clear Perspective Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,116
| Closed | -$152K | – | 418 |
|
|
2018
Q2 | $152K | Hold |
1,116
| – | – | 0.11% | 163 |
|
|
2018
Q1 | $144K | Buy |
1,116
+290
| +35% | +$37.4K | 0.11% | 159 |
|
|
2017
Q4 | $110K | Buy |
826
+439
| +113% | +$58.5K | 0.08% | 180 |
|
|
2017
Q3 | $49K | Buy |
387
+29
| +8% | +$3.67K | 0.04% | 236 |
|
|
2017
Q2 | $44K | Hold |
358
| – | – | 0.04% | 233 |
|
|
2017
Q1 | $44K | Hold |
358
| – | – | 0.03% | 221 |
|
|
2016
Q4 | $43K | Buy |
+358
| New | +$43K | 0.03% | 213 |
|