Destination Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,312
| Closed | -$217K | – | 200 |
|
|
2023
Q2 | $217K | Buy |
+1,312
| New | +$217K | 0.01% | 189 |
|
|
2019
Q1 | – | Sell |
-100
| Closed | -$11K | – | 732 |
|
|
2018
Q4 | $11K | Buy |
+100
| New | +$11K | ﹤0.01% | 400 |
|
|
2018
Q3 | – | Sell |
-600
| Closed | -$81K | – | 770 |
|
|
2018
Q2 | $81K | Buy |
+600
| New | +$81K | ﹤0.01% | 210 |
|