Gupta Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $268K | Sell |
2,626
-297
| -10% | -$30.3K | 0.06% | 210 |
|
|
2015
Q4 | $289K | Buy |
2,923
+29
| +1% | +$2.87K | 0.07% | 195 |
|
|
2015
Q3 | $280K | Buy |
2,894
+300
| +12% | +$29K | 0.07% | 197 |
|
|
2015
Q2 | $280K | Buy |
2,594
+9
| +0.3% | +$971 | 0.07% | 210 |
|
|
2015
Q1 | $283K | Buy |
+2,585
| New | +$283K | 0.08% | 181 |
|