DFPG Investments’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
Q4 | $963K | Buy |
5,487
+263
| +5% | +$46.2K | 0.08% | 238 |
|
|
2023
Q3 | $808K | Sell |
5,224
-4,095
| -44% | -$633K | 0.08% | 237 |
|
|
2023
Q2 | $1.61M | Buy |
9,319
+5,243
| +129% | +$907K | 0.15% | 150 |
|
|
2023
Q1 | $647K | Buy |
4,076
+2,439
| +149% | +$387K | 0.07% | 284 |
|
|
2022
Q4 | $272K | Buy |
+1,637
| New | +$272K | 0.04% | 370 |
|