FFWA
FRG Family Wealth Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,469
| Closed | -$201K | – | 122 |
|
|
2019
Q4 | $201K | Buy |
+1,469
| New | +$201K | 0.05% | 122 |
|
|
2018
Q4 | – | Sell |
-1,469
| Closed | -$205K | – | 139 |
|
|
2018
Q3 | $205K | Sell |
1,469
-25
| -2% | -$3.49K | 0.06% | 138 |
|
|
2018
Q2 | $203K | Buy |
+1,494
| New | +$203K | 0.06% | 145 |
|