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Hapanowicz & Associates Financial Services’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Hapanowicz & Associates Financial Services’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,233
Closed -$204K – 32
2021
Q1 		$204K Buy
+1,233
New +$194K 0.1% 27

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UBS Group
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MG
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AL
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Hapanowicz & Associates Financial Services's VBR Position: Q2 2021 in Review

Hapanowicz & Associates Financial Services sold out of Vanguard Small-Cap Value ETF (VBR) in Q2 2021, closing a stake of 1,233 shares — an estimated $204K sold.

Hapanowicz & Associates Financial Services first reported a position in VBR in Q1 2021 and held it in 1 quarter. The position peaked at $204K in Q1 2021. 991 funds tracked by Wall St. Rank hold VBR as of Q2 2021.

  • Hapanowicz & Associates Financial Services reported no remaining Vanguard Small-Cap Value ETF position as of Q2 2021 after selling out during the quarter.
  • Hapanowicz & Associates Financial Services sold 1,233 Vanguard Small-Cap Value ETF shares in Q2 2021, an estimated $204K.
  • Hapanowicz & Associates Financial Services first reported a position in Vanguard Small-Cap Value ETF in Q1 2021 and held it in 1 quarter.
  • Hapanowicz & Associates Financial Services's Vanguard Small-Cap Value ETF position peaked at $204K in Q1 2021.
  • 991 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2021.

Based on Hapanowicz & Associates Financial Services's 13F filing for Q2 2021, filed 21 Jul 2021.