Huber 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $573K | Sell |
6,454
-277
| -4% | -$24.6K | 0.21% | 58 |
|
|
2019
Q4 | $923K | Sell |
6,731
-125
| -2% | -$17.1K | 0.32% | 43 |
|
|
2019
Q3 | $883K | Sell |
6,856
-153
| -2% | -$19.7K | 0.34% | 41 |
|
|
2019
Q2 | $915K | Sell |
7,009
-144
| -2% | -$18.8K | 0.4% | 35 |
|
|
2019
Q1 | $921K | Sell |
7,153
-13,692
| -66% | -$1.76M | 0.45% | 32 |
|
|
2018
Q4 | $2.38M | Buy |
20,845
+13,532
| +185% | +$1.54M | 1.3% | 11 |
|
|
2018
Q3 | $1.02M | Buy |
7,313
+235
| +3% | +$32.7K | 0.78% | 25 |
|
|
2018
Q2 | $961K | Buy |
7,078
+369
| +6% | +$50.1K | 0.88% | 22 |
|
|
2018
Q1 | $868K | Buy |
6,709
+734
| +12% | +$95K | 0.85% | 22 |
|
|
2017
Q4 | $793K | Buy |
+5,975
| New | +$793K | 0.87% | 22 |
|