Jaffetilchin Investment Partners’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
Q4 | – | Sell |
-285
| Closed | -$57.1K | – | 1262 |
|
|
2024
Q3 | $57.1K | Buy |
+285
| New | +$57.1K | ﹤0.01% | 550 |
|
|
2021
Q2 | – | Sell |
-1,430
| Closed | -$237K | – | 401 |
|
|
2021
Q1 | $237K | Buy |
+1,430
| New | +$237K | 0.03% | 307 |
|
|
2019
Q2 | – | Sell |
-15,140
| Closed | -$1.95M | – | 336 |
|
|
2019
Q1 | $1.95M | Hold |
15,140
| – | – | 0.43% | 32 |
|
|
2018
Q4 | $1.73M | Buy |
15,140
+109
| +0.7% | +$12.4K | 0.43% | 35 |
|
|
2018
Q3 | $2.1M | Hold |
15,031
| – | – | 0.44% | 36 |
|
|
2018
Q2 | $2.04M | Buy |
15,031
+141
| +0.9% | +$19.1K | 0.45% | 34 |
|
|
2018
Q1 | $1.93M | Buy |
14,890
+65
| +0.4% | +$8.41K | 0.43% | 35 |
|
|
2017
Q4 | $1.97M | Buy |
14,825
+166
| +1% | +$22K | 0.66% | 28 |
|
|
2017
Q3 | $1.87M | Buy |
+14,659
| New | +$1.87M | 0.44% | 37 |
|