Independent Family Office’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
Q3 | – | Sell |
-1,217
| Closed | -$222K | – | 76 |
|
|
2024
Q2 | $222K | Hold |
1,217
| – | – | 0.13% | 67 |
|
|
2024
Q1 | $234K | Hold |
1,217
| – | – | 0.13% | 71 |
|
|
2023
Q4 | $219K | Buy |
+1,217
| New | +$219K | 0.12% | 70 |
|
|
2023
Q3 | – | Sell |
-1,217
| Closed | -$201K | – | 73 |
|
|
2023
Q2 | $201K | Buy |
+1,217
| New | +$201K | 0.12% | 67 |
|
|
2022
Q3 | – | Sell |
-1,390
| Closed | -$208 | – | 72 |
|
|
2022
Q2 | $208 | Hold |
1,390
| – | – | 0.1% | 65 |
|
|
2022
Q1 | $245K | Buy |
+1,390
| New | +$245K | 0.08% | 63 |
|