GoalVest Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-34
| Closed | -$6.74K | – | 547 |
|
|
2024
Q4 | $6.74K | Buy |
+34
| New | +$6.74K | ﹤0.01% | 297 |
|
|
2023
Q4 | – | Sell |
-28
| Closed | -$4.47K | – | 498 |
|
|
2023
Q3 | $4.47K | Buy |
+28
| New | +$4.47K | ﹤0.01% | 355 |
|
|
2022
Q4 | – | Sell |
-36
| Closed | -$5K | – | 274 |
|
|
2022
Q3 | $5K | Buy |
+36
| New | +$5K | ﹤0.01% | 212 |
|
|
2022
Q2 | – | Sell |
-90
| Closed | -$16K | – | 541 |
|
|
2022
Q1 | $16K | Buy |
+90
| New | +$16K | 0.01% | 210 |
|
|
2021
Q2 | $16K | Buy |
+90
| New | +$16K | 0.01% | 183 |
|
|
2021
Q1 | – | Sell |
-63
| Closed | -$9K | – | 245 |
|
|
2020
Q4 | $9K | Buy |
+63
| New | +$9K | 0.01% | 170 |
|