HCR Wealth 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
Q1 | – | Sell |
-70
| Closed | -$10K | – | 273 |
|
|
2020
Q4 | $10K | Hold |
70
| – | – | ﹤0.01% | 250 |
|
|
2020
Q3 | $8K | Hold |
70
| – | – | ﹤0.01% | 227 |
|
|
2020
Q2 | $7K | Hold |
70
| – | – | ﹤0.01% | 233 |
|
|
2020
Q1 | $6K | Hold |
70
| – | – | ﹤0.01% | 223 |
|
|
2019
Q4 | $10K | Buy |
+70
| New | +$10K | ﹤0.01% | 211 |
|