Fiduciary Planning’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
Q2 | – | Sell |
-54
| Closed | -$9K | – | 254 |
|
|
2021
Q1 | $9K | Buy |
54
+1
| +2% | +$167 | 0.01% | 176 |
|
|
2020
Q4 | $8K | Hold |
53
| – | – | 0.01% | 162 |
|
|
2020
Q3 | $6K | Buy |
+53
| New | +$6K | 0.01% | 136 |
|
|
2020
Q2 | – | Sell |
-2,454
| Closed | -$218K | – | 46 |
|
|
2020
Q1 | $218K | Sell |
2,454
-886
| -27% | -$78.7K | 0.41% | 34 |
|
|
2019
Q4 | $452K | Buy |
+3,340
| New | +$452K | 0.42% | 38 |
|