Kistler-Tiffany Companies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $146K | Buy |
884
+95
| +12% | +$15.7K | 0.02% | 352 |
|
|
2023
Q1 | $125K | Buy |
789
+127
| +19% | +$20.2K | 0.02% | 321 |
|
|
2022
Q4 | $105K | Sell |
662
-88
| -12% | -$14K | 0.02% | 335 |
|
|
2022
Q3 | $108K | Buy |
750
+521
| +228% | +$75K | 0.02% | 271 |
|
|
2022
Q2 | $34K | Buy |
229
+22
| +11% | +$3.27K | 0.01% | 426 |
|
|
2022
Q1 | $36K | Hold |
207
| – | – | 0.01% | 435 |
|
|
2021
Q4 | $37K | Hold |
207
| – | – | 0.01% | 412 |
|
|
2021
Q3 | $35K | Hold |
207
| – | – | 0.01% | 416 |
|
|
2021
Q2 | $36K | Buy |
207
+33
| +19% | +$5.74K | 0.01% | 407 |
|
|
2021
Q1 | $29K | Buy |
174
+74
| +74% | +$12.3K | 0.01% | 408 |
|
|
2020
Q4 | $14K | Buy |
+100
| New | +$14K | ﹤0.01% | 473 |
|
|
2020
Q2 | – | Sell |
-21
| Closed | -$3K | – | 637 |
|
|
2020
Q1 | $3K | Hold |
21
| – | – | ﹤0.01% | 530 |
|
|
2019
Q4 | $3K | Hold |
21
| – | – | ﹤0.01% | 537 |
|
|
2019
Q3 | $3K | Hold |
21
| – | – | ﹤0.01% | 544 |
|
|
2019
Q2 | $3K | Hold |
21
| – | – | ﹤0.01% | 535 |
|
|
2019
Q1 | $3K | Hold |
21
| – | – | ﹤0.01% | 531 |
|
|
2018
Q4 | $2K | Hold |
21
| – | – | ﹤0.01% | 535 |
|
|
2018
Q3 | $3K | Hold |
21
| – | – | ﹤0.01% | 528 |
|
|
2018
Q2 | $3K | Hold |
21
| – | – | ﹤0.01% | 514 |
|
|
2018
Q1 | $3K | Hold |
21
| – | – | ﹤0.01% | 525 |
|
|
2017
Q4 | $3K | Hold |
21
| – | – | ﹤0.01% | 515 |
|
|
2017
Q3 | $3K | Hold |
21
| – | – | ﹤0.01% | 487 |
|
|
2017
Q2 | $3K | Sell |
21
-13
| -38% | -$1.86K | ﹤0.01% | 460 |
|
|
2017
Q1 | $4K | Hold |
34
| – | – | ﹤0.01% | 451 |
|
|
2016
Q4 | $4K | Hold |
34
| – | – | ﹤0.01% | 458 |
|
|
2016
Q3 | $4K | Hold |
34
| – | – | ﹤0.01% | 485 |
|
|
2016
Q2 | $4K | Buy |
+34
| New | +$4K | ﹤0.01% | 493 |
|
|
2015
Q3 | – | Sell |
-215
| Closed | -$23K | – | 624 |
|
|
2015
Q2 | $23K | Buy |
+215
| New | +$23K | 0.01% | 359 |
|