Kelly Financial Services’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
Q1 | – | Sell |
-14
| Closed | -$2.54K | – | 814 |
|
|
2023
Q4 | $2.54K | Buy |
+14
| New | +$2.54K | ﹤0.01% | 553 |
|
|
2022
Q3 | – | Sell |
-15
| Closed | -$2.25K | – | 718 |
|
|
2022
Q2 | $2.25K | Hold |
15
| – | – | ﹤0.01% | 489 |
|
|
2022
Q1 | $2.63K | Hold |
15
| – | – | ﹤0.01% | 500 |
|
|
2021
Q4 | $2.66K | Hold |
15
| – | – | ﹤0.01% | 509 |
|
|
2021
Q3 | $2.5K | Sell |
15
-2,543
| -99% | -$424K | ﹤0.01% | 492 |
|
|
2021
Q2 | $15K | Buy |
+2,558
| New | +$15K | ﹤0.01% | 568 |
|