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Lloyd Advisory Services’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Lloyd Advisory Services’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-52
Closed -$6K – 390
2020
Q2 		$6K Buy
+52
New +$5.22K ﹤0.01% 205

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AF
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Lloyd Advisory Services's VBR Position: Q3 2020 in Review

Lloyd Advisory Services sold out of Vanguard Small-Cap Value ETF (VBR) in Q3 2020, closing a stake of 52 shares — an estimated $6K sold.

Lloyd Advisory Services first reported a position in VBR in Q2 2020 and held it in 1 quarter. The position peaked at $6K in Q2 2020. 737 funds tracked by Wall St. Rank hold VBR as of Q3 2020.

  • Lloyd Advisory Services reported no remaining Vanguard Small-Cap Value ETF position as of Q3 2020 after selling out during the quarter.
  • Lloyd Advisory Services sold 52 Vanguard Small-Cap Value ETF shares in Q3 2020, an estimated $6K.
  • Lloyd Advisory Services first reported a position in Vanguard Small-Cap Value ETF in Q2 2020 and held it in 1 quarter.
  • Lloyd Advisory Services's Vanguard Small-Cap Value ETF position peaked at $6K in Q2 2020.
  • 737 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q3 2020.

Based on Lloyd Advisory Services's 13F filing for Q3 2020, filed 28 Oct 2020.