Harborview Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $902K | Buy |
5,332
+7
| +0.1% | +$1.18K | 0.51% | 39 |
|
|
2021
Q2 | $925K | Sell |
5,325
-185
| -3% | -$32.1K | 0.52% | 38 |
|
|
2021
Q1 | $913K | Sell |
5,510
-630
| -10% | -$104K | 0.55% | 37 |
|
|
2020
Q4 | $873K | Sell |
6,140
-824
| -12% | -$117K | 0.58% | 39 |
|
|
2020
Q3 | $770K | Buy |
6,964
+10
| +0.1% | +$1.11K | 0.59% | 39 |
|
|
2020
Q2 | $744K | Buy |
6,954
+3,003
| +76% | +$321K | 0.62% | 37 |
|
|
2020
Q1 | $351K | Buy |
3,951
+2,443
| +162% | +$217K | 0.35% | 54 |
|
|
2019
Q4 | $207K | Buy |
+1,508
| New | +$207K | 0.16% | 83 |
|