Coe Capital 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
2021
Q2
$411K Buy
2,369
+981
+71% +$170K 0.39% 72
2021
Q1
$230K Buy
+1,388
New +$230K 0.23% 80