Hibernia Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,224
| Closed | -$447K | – | 113 |
|
|
2024
Q3 | $447K | Buy |
+2,224
| New | +$447K | 0.13% | 70 |
|
|
2024
Q2 | – | Sell |
-1,414
| Closed | -$271K | – | 113 |
|
|
2024
Q1 | $271K | Buy |
+1,414
| New | +$271K | 0.18% | 64 |
|
|
2023
Q4 | – | Sell |
-280
| Closed | -$44.7K | – | 317 |
|
|
2023
Q3 | $44.7K | Buy |
+280
| New | +$44.7K | 0.03% | 91 |
|