Laurel Wealth Planning’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
Q1 | – | Sell |
-697
| Closed | -$111K | – | 200 |
|
|
2022
Q4 | $111K | Hold |
697
| – | – | 0.07% | 81 |
|
|
2022
Q3 | $100K | Sell |
697
-3
| -0.4% | -$430 | 0.07% | 79 |
|
|
2022
Q2 | $105K | Sell |
700
-7
| -1% | -$1.05K | 0.07% | 77 |
|
|
2022
Q1 | $124K | Buy |
707
+10
| +1% | +$1.75K | 0.08% | 82 |
|
|
2021
Q4 | $125K | Hold |
697
| – | – | 0.09% | 71 |
|
|
2021
Q3 | $118K | Buy |
+697
| New | +$118K | 0.1% | 69 |
|