INR Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-132
| Closed | -$16K | – | 113 |
|
|
2017
Q1 | $16K | Buy |
+132
| New | +$16K | ﹤0.01% | 38 |
|
|
2016
Q4 | – | Sell |
-132
| Closed | -$15K | – | 67 |
|
|
2016
Q3 | $15K | Hold |
132
| – | – | ﹤0.01% | 36 |
|
|
2016
Q2 | $14K | Buy |
+132
| New | +$14K | ﹤0.01% | 36 |
|
|
2014
Q4 | – | Sell |
-116
| Closed | -$12K | – | 49 |
|
|
2014
Q3 | $12K | Buy |
116
+94
| +427% | +$9.72K | ﹤0.01% | 44 |
|
|
2014
Q2 | $2K | Hold |
22
| – | – | ﹤0.01% | 43 |
|
|
2014
Q1 | $2K | Sell |
22
-298
| -93% | -$27.1K | ﹤0.01% | 48 |
|
|
2013
Q4 | $31K | Buy |
320
+116
| +57% | +$11.2K | 0.01% | 38 |
|
|
2013
Q3 | $18K | Hold |
204
| – | – | ﹤0.01% | 42 |
|
|
2013
Q2 | $17K | Buy |
+204
| New | +$17K | ﹤0.01% | 42 |
|