HC Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $5K | Hold |
35
| – | – | ﹤0.01% | 283 |
|
|
2022
Q1 | $6K | Hold |
35
| – | – | ﹤0.01% | 265 |
|
|
2021
Q4 | $6K | Hold |
35
| – | – | ﹤0.01% | 274 |
|
|
2021
Q3 | $6K | Sell |
35
-262
| -88% | -$44.9K | ﹤0.01% | 268 |
|
|
2021
Q2 | $52K | Hold |
297
| – | – | 0.03% | 130 |
|
|
2021
Q1 | $49K | Hold |
297
| – | – | 0.03% | 132 |
|
|
2020
Q4 | $42K | Hold |
297
| – | – | 0.03% | 148 |
|
|
2020
Q3 | $33K | Sell |
297
-200
| -40% | -$22.2K | 0.02% | 149 |
|
|
2020
Q2 | $53K | Hold |
497
| – | – | 0.04% | 107 |
|
|
2020
Q1 | $44K | Buy |
+497
| New | +$44K | 0.04% | 117 |
|