Lake Point Wealth 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
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 513 |
|
|
2021
Q3 | – | Sell |
-166
| Closed | -$29K | – | 460 |
|
|
2021
Q2 | $29K | Buy |
+166
| New | +$29K | 0.01% | 97 |
|
|
2020
Q1 | – | Sell |
-48
| Closed | -$7K | – | 463 |
|
|
2019
Q4 | $7K | Buy |
+48
| New | +$7K | ﹤0.01% | 319 |
|
|
2019
Q1 | – | Sell |
-16
| Closed | -$2K | – | 864 |
|
|
2018
Q4 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 699 |
|