Leo H. Evart Inc’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
Q3 | $471K | Sell |
2,953
-42
| -1% | -$6.7K | 0.72% | 21 |
|
|
2023
Q2 | $495K | Sell |
2,995
-10
| -0.3% | -$1.65K | 0.69% | 22 |
|
|
2023
Q1 | $477K | Sell |
3,005
-438
| -13% | -$69.5K | 0.7% | 21 |
|
|
2022
Q4 | $547K | Sell |
3,443
-15
| -0.4% | -$2.38K | 0.83% | 20 |
|
|
2022
Q3 | $496K | Sell |
3,458
-88
| -2% | -$12.6K | 0.76% | 19 |
|
|
2022
Q2 | $531K | Sell |
3,546
-527
| -13% | -$78.9K | 0.65% | 20 |
|
|
2022
Q1 | $717K | Buy |
4,073
+66
| +2% | +$11.6K | 0.74% | 21 |
|
|
2021
Q4 | $717K | Buy |
+4,007
| New | +$717K | 0.7% | 22 |
|