Karp Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-36,276
| Closed | -$5.44M | – | 151 |
|
|
2022
Q2 | $5.44M | Buy |
+36,276
| New | +$5.44M | 0.96% | 40 |
|
|
2015
Q4 | – | Sell |
-1,925
| Closed | -$186K | – | 283 |
|
|
2015
Q3 | $186K | Buy |
1,925
+1,000
| +108% | +$96.6K | 0.13% | 94 |
|
|
2015
Q2 | $100K | Hold |
925
| – | – | 0.07% | 125 |
|
|
2015
Q1 | $101K | Hold |
925
| – | – | 0.07% | 136 |
|
|
2014
Q4 | $98K | Buy |
+925
| New | +$98K | 0.07% | 135 |
|