MD Financial 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
2021
Q4
$28K Buy
+158
New +$28K ﹤0.01% 288
2021
Q3
Sell
-196,227
Closed -$29.6M 318
2021
Q2
$29.6M Buy
196,227
+4,746
+2% +$716K 0.85% 37
2021
Q1
$28.9M Buy
+191,481
New +$28.9M 0.84% 33