Hoover 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $547K | Buy |
3,149
+141
| +5% | +$24.5K | 0.1% | 72 |
|
|
2021
Q1 | $522K | Buy |
3,008
+5
| +0.2% | +$868 | 0.1% | 69 |
|
|
2020
Q4 | $458K | Sell |
3,003
-1,100
| -27% | -$168K | 0.11% | 60 |
|
|
2020
Q3 | $454K | Sell |
4,103
-94
| -2% | -$10.4K | 0.15% | 55 |
|
|
2020
Q2 | $449K | Sell |
4,197
-221
| -5% | -$23.6K | 0.17% | 50 |
|
|
2020
Q1 | $392K | Buy |
4,418
+8
| +0.2% | +$710 | 0.22% | 45 |
|
|
2019
Q4 | $604K | Buy |
+4,410
| New | +$604K | 0.29% | 41 |
|