Gryphon Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-30
| Closed | -$5K | – | 234 |
|
|
2022
Q2 | $5K | Buy |
+30
| New | +$5K | ﹤0.01% | 226 |
|
|
2019
Q1 | – | Sell |
-4,200
| Closed | -$513K | – | 188 |
|
|
2018
Q4 | $513K | Buy |
4,200
+1,525
| +57% | +$186K | 0.13% | 116 |
|
|
2018
Q3 | $373K | Hold |
2,675
| – | – | 0.11% | 96 |
|
|
2018
Q2 | $363K | Hold |
2,675
| – | – | 0.16% | 49 |
|
|
2018
Q1 | $346K | Hold |
2,675
| – | – | 0.18% | 48 |
|
|
2017
Q4 | $355K | Buy |
+2,675
| New | +$355K | 0.2% | 49 |
|