Elmwood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-100
| Closed | -$12.9K | – | 346 |
|
|
2020
Q1 | $12.9K | Buy |
+100
| New | +$12.9K | 0.01% | 180 |
|
|
2019
Q2 | – | Sell |
-50
| Closed | -$6K | – | 304 |
|
|
2019
Q1 | $6K | Hold |
50
| – | – | 0.01% | 215 |
|
|
2018
Q4 | $6K | Hold |
50
| – | – | 0.01% | 216 |
|
|
2018
Q3 | $6.97K | Sell |
50
-50
| -50% | -$6.97K | 0.01% | 218 |
|
|
2018
Q2 | $13.6K | Hold |
100
| – | – | 0.01% | 185 |
|
|
2018
Q1 | $12.9K | Buy |
+100
| New | +$12.9K | 0.01% | 180 |
|