DLG
Daniel L. Goodwin’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-9,810
| Closed | -$1.39M | – | 107 |
|
2020
Q4 | $1.39M | Sell |
9,810
-200
| -2% | -$28.4K | 0.82% | 24 |
|
2020
Q3 | $1.11M | Buy |
10,010
+10
| +0.1% | +$1.11K | 0.78% | 27 |
|
2020
Q2 | $1.07M | Hold |
10,000
| – | – | 0.67% | 28 |
|
2020
Q1 | $888K | Buy |
+10,000
| New | +$888K | 0.72% | 29 |
|