Clear Perspectives Financial Planning’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 |
-300
| Closed | -$53K | – | 228 |
|
|
2022
Q1 | $53K | Sell |
300
-31
| -9% | -$5.48K | 0.02% | 92 |
|
|
2021
Q4 | $59K | Buy |
331
+31
| +10% | +$5.53K | 0.02% | 93 |
|
|
2021
Q3 | $51K | Hold |
300
| – | – | 0.02% | 93 |
|
|
2021
Q2 | $52K | Hold |
300
| – | – | 0.03% | 97 |
|
|
2021
Q1 | $50K | Buy |
+300
| New | +$50K | 0.03% | 87 |
|