Halpern Financial’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
Q2
Sell
-3,548
Closed -$624K 348
2022
Q1
$624K Buy
+3,548
New +$624K 0.23% 37
2020
Q1
Sell
-14
Closed -$1.91K 192
2019
Q4
$1.91K Buy
+14
New +$1.91K ﹤0.01% 166