Colonial Trust Advisors’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
2024
Q1
Sell
-17
Closed -$3.06K 1082
2023
Q4
$3.06K Buy
+17
New +$3.06K ﹤0.01% 658
2022
Q4
Sell
-158
Closed -$23K 917
2022
Q3
$23K Buy
+158
New +$23K ﹤0.01% 242