Institutional & Family Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-35
| Closed | -$5.79K | – | 762 |
|
|
2023
Q2 | $5.79K | Buy |
+35
| New | +$5.79K | ﹤0.01% | 455 |
|
|
2022
Q2 | – | Sell |
-141
| Closed | -$25K | – | 796 |
|
|
2022
Q1 | $25K | Buy |
+141
| New | +$25K | ﹤0.01% | 328 |
|
|
2020
Q3 | – | Sell |
-16
| Closed | -$2K | – | 892 |
|
|
2020
Q2 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 721 |
|
|
2018
Q4 | – | Sell |
-44
| Closed | -$6K | – | 883 |
|
|
2018
Q3 | $6K | Hold |
44
| – | – | ﹤0.01% | 598 |
|
|
2018
Q2 | $6K | Hold |
44
| – | – | ﹤0.01% | 594 |
|
|
2018
Q1 | $6K | Buy |
+44
| New | +$6K | ﹤0.01% | 579 |
|