Minot 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 | $375K | Buy |
2,503
+400
| +19% | +$59.9K | 0.1% | 128 |
|
|
2022
Q1 | $370K | Buy |
2,103
+136
| +7% | +$23.9K | 0.08% | 144 |
|
|
2021
Q4 | $352K | Buy |
1,967
+26
| +1% | +$4.65K | 0.07% | 150 |
|
|
2021
Q3 | $329K | Buy |
1,941
+300
| +18% | +$50.9K | 0.07% | 151 |
|
|
2021
Q2 | $280K | Buy |
1,641
+19
| +1% | +$3.24K | 0.06% | 167 |
|
|
2021
Q1 | $269K | Hold |
1,622
| – | – | 0.07% | 144 |
|
|
2020
Q4 | $231K | Buy |
+1,622
| New | +$231K | 0.07% | 143 |
|