IFA
Interactive Financial Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-13
| Closed | -$2.06K | – | 157 |
|
|
2022
Q4 | $2.06K | Sell |
13
-1
| -7% | -$159 | ﹤0.01% | 167 |
|
|
2022
Q3 | $2K | Hold |
14
| – | – | ﹤0.01% | 168 |
|
|
2022
Q2 | $2K | Sell |
14
-635
| -98% | -$90.7K | ﹤0.01% | 156 |
|
|
2022
Q1 | $114K | Buy |
649
+635
| +4,536% | +$112K | 0.05% | 104 |
|
|
2021
Q4 | $3K | Sell |
14
-222
| -94% | -$47.6K | ﹤0.01% | 160 |
|
|
2021
Q3 | $40K | Sell |
236
-69
| -23% | -$11.7K | 0.02% | 130 |
|
|
2021
Q2 | $53K | Sell |
305
-217
| -42% | -$37.7K | 0.02% | 123 |
|
|
2021
Q1 | $86K | Buy |
522
+221
| +73% | +$36.4K | 0.04% | 106 |
|
|
2020
Q4 | $43K | Sell |
301
-213
| -41% | -$30.4K | 0.02% | 118 |
|
|
2020
Q3 | $57K | Sell |
514
-44
| -8% | -$4.88K | 0.03% | 102 |
|
|
2020
Q2 | $60K | Buy |
558
+501
| +879% | +$53.9K | 0.03% | 97 |
|
|
2020
Q1 | $5K | Sell |
57
-616
| -92% | -$54K | ﹤0.01% | 98 |
|
|
2019
Q4 | $92K | Buy |
673
+619
| +1,146% | +$84.6K | 0.04% | 95 |
|
|
2019
Q3 | $7K | Hold |
54
| – | – | ﹤0.01% | 120 |
|
|
2019
Q2 | $7K | Buy |
54
+1
| +2% | +$130 | ﹤0.01% | 134 |
|
|
2019
Q1 | $7K | Sell |
53
-2
| -4% | -$264 | ﹤0.01% | 114 |
|
|
2018
Q4 | $6K | Sell |
55
-1,432
| -96% | -$156K | ﹤0.01% | 88 |
|
|
2018
Q3 | $207K | Buy |
1,487
+378
| +34% | +$52.6K | 0.1% | 64 |
|
|
2018
Q2 | $151K | Buy |
1,109
+582
| +110% | +$79.2K | 0.07% | 70 |
|
|
2018
Q1 | $68K | Sell |
527
-216
| -29% | -$27.9K | 0.03% | 77 |
|
|
2017
Q4 | $99K | Sell |
743
-153
| -17% | -$20.4K | 0.04% | 79 |
|
|
2017
Q3 | $114K | Buy |
896
+163
| +22% | +$20.7K | 0.05% | 70 |
|
|
2017
Q2 | $90K | Sell |
733
-83
| -10% | -$10.2K | 0.04% | 70 |
|
|
2017
Q1 | $100K | Sell |
816
-215
| -21% | -$26.3K | 0.05% | 71 |
|
|
2016
Q4 | $125K | Sell |
1,031
-89
| -8% | -$10.8K | 0.06% | 66 |
|
|
2016
Q3 | $124K | Buy |
1,120
+1,039
| +1,283% | +$115K | 0.06% | 64 |
|
|
2016
Q2 | $9K | Sell |
81
-1
| -1% | -$111 | ﹤0.01% | 78 |
|
|
2016
Q1 | $8K | Sell |
82
-788
| -91% | -$76.9K | ﹤0.01% | 72 |
|
|
2015
Q4 | $86K | Buy |
870
+792
| +1,015% | +$78.3K | 0.05% | 56 |
|
|
2015
Q3 | $8K | Sell |
78
-872
| -92% | -$89.4K | ﹤0.01% | 72 |
|
|
2015
Q2 | $102K | Buy |
950
+231
| +32% | +$24.8K | 0.06% | 59 |
|
|
2015
Q1 | $79K | Buy |
719
+105
| +17% | +$11.5K | 0.04% | 61 |
|
|
2014
Q4 | $65K | Buy |
614
+149
| +32% | +$15.8K | 0.04% | 64 |
|
|
2014
Q3 | $46K | Buy |
465
+197
| +74% | +$19.5K | 0.03% | 61 |
|
|
2014
Q2 | $28K | Buy |
268
+217
| +425% | +$22.7K | 0.02% | 64 |
|
|
2014
Q1 | $5K | Buy |
51
+26
| +104% | +$2.55K | ﹤0.01% | 75 |
|
|
2013
Q4 | $2K | Sell |
25
-1
| -4% | -$80 | ﹤0.01% | 70 |
|
|
2013
Q3 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 69 |
|