DB Wealth Management Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $67.8K | Hold |
377
| – | – | 0.04% | 142 |
|
|
2023
Q3 | $60.1K | Sell |
377
-319
| -46% | -$50.9K | 0.04% | 148 |
|
|
2023
Q2 | $115K | Hold |
696
| – | – | 0.07% | 103 |
|
|
2023
Q1 | $110K | Buy |
696
+256
| +58% | +$40.6K | 0.07% | 104 |
|
|
2022
Q4 | $69.9K | Sell |
440
-873
| -66% | -$139K | 0.05% | 126 |
|
|
2022
Q3 | $188K | Buy |
1,313
+120
| +10% | +$17.2K | 0.13% | 83 |
|
|
2022
Q2 | $179K | Buy |
1,193
+227
| +23% | +$34.1K | 0.12% | 84 |
|
|
2022
Q1 | $170K | Buy |
966
+309
| +47% | +$54.4K | 0.1% | 95 |
|
|
2021
Q4 | $118K | Sell |
657
-720
| -52% | -$129K | 0.07% | 106 |
|
|
2021
Q3 | $233K | Buy |
1,377
+47
| +4% | +$7.95K | 0.15% | 82 |
|
|
2021
Q2 | $231K | Buy |
+1,330
| New | +$231K | 0.15% | 83 |
|