Emery Howard Portfolio 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $281K | Buy |
1,573
+10
| +0.6% | +$1.79K | 0.04% | 42 |
|
|
2021
Q3 | $265K | Buy |
1,563
+6
| +0.4% | +$1.02K | 0.04% | 40 |
|
|
2021
Q2 | $270K | Buy |
1,557
+6
| +0.4% | +$1.04K | 0.04% | 41 |
|
|
2021
Q1 | $257K | Sell |
1,551
-29
| -2% | -$4.81K | 0.04% | 40 |
|
|
2020
Q4 | $225K | Buy |
+1,580
| New | +$225K | 0.04% | 35 |
|
|
2020
Q1 | – | Sell |
-2,347
| Closed | -$322K | – | 33 |
|
|
2019
Q4 | $322K | Buy |
2,347
+11
| +0.5% | +$1.51K | 0.06% | 31 |
|
|
2019
Q3 | $301K | Sell |
2,336
-1,586
| -40% | -$204K | 0.06% | 31 |
|
|
2019
Q2 | $512K | Buy |
3,922
+18
| +0.5% | +$2.35K | 0.1% | 28 |
|
|
2019
Q1 | $503K | Buy |
3,904
+981
| +34% | +$126K | 0.1% | 27 |
|
|
2018
Q4 | $333K | Sell |
2,923
-31
| -1% | -$3.53K | 0.08% | 31 |
|
|
2018
Q3 | $412K | Hold |
2,954
| – | – | 0.08% | 27 |
|
|
2018
Q2 | $401K | Buy |
2,954
+78
| +3% | +$10.6K | 0.09% | 28 |
|
|
2018
Q1 | $372K | Buy |
2,876
+13
| +0.5% | +$1.68K | 0.08% | 29 |
|
|
2017
Q4 | $380K | Buy |
2,863
+32
| +1% | +$4.25K | 0.08% | 29 |
|
|
2017
Q3 | $362K | Buy |
+2,831
| New | +$362K | 0.08% | 29 |
|