Journey Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,250
| Closed | -$206K | – | 252 |
|
|
2022
Q2 | $206K | Buy |
+1,250
| New | +$206K | 0.05% | 234 |
|
|
2022
Q1 | – | Sell |
-1,116
| Closed | -$200K | – | 227 |
|
|
2021
Q4 | $200K | Buy |
+1,116
| New | +$200K | 0.06% | 207 |
|
|
2021
Q2 | – | Sell |
-1,234
| Closed | -$204K | – | 203 |
|
|
2021
Q1 | $204K | Buy |
+1,234
| New | +$204K | 0.07% | 192 |
|