First Personal Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $12.7K | Hold |
63
| – | – | ﹤0.01% | 293 |
|
|
2024
Q2 | $11.5K | Buy |
63
+56
| +800% | +$10.2K | ﹤0.01% | 268 |
|
|
2024
Q1 | $1.34K | Buy |
+7
| New | +$1.34K | ﹤0.01% | 339 |
|
|
2023
Q2 | – | Sell |
-113
| Closed | -$17.9K | – | 405 |
|
|
2023
Q1 | $17.9K | Buy |
+113
| New | +$17.9K | ﹤0.01% | 287 |
|
|
2020
Q3 | – | Sell |
-116
| Closed | -$12K | – | 304 |
|
|
2020
Q2 | $12K | Hold |
116
| – | – | ﹤0.01% | 255 |
|
|
2020
Q1 | $10K | Hold |
116
| – | – | ﹤0.01% | 246 |
|
|
2019
Q4 | $16K | Buy |
+116
| New | +$16K | 0.01% | 257 |
|