FundX Investment Group’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 | $1.56M | Buy |
+8,700
| New | +$1.56M | 0.38% | 27 |
|
|
2016
Q4 | – | Sell |
-36,300
| Closed | -$4.02M | – | 52 |
|
|
2016
Q3 | $4.02M | Buy |
36,300
+870
| +2% | +$96.3K | 1.03% | 20 |
|
|
2016
Q2 | $3.73M | Buy |
+35,430
| New | +$3.73M | 0.93% | 24 |
|
|
2013
Q3 | – | Sell |
-119,936
| Closed | -$10M | – | 26 |
|
|
2013
Q2 | $10M | Buy |
+119,936
| New | +$10M | 4.29% | 6 |
|