MPS Loria Financial Planners’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $215K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $204K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $221K | Buy |
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|
2021
Q4 | $219K | Hold |
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|
2021
Q3 | $207K | Hold |
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|
2021
Q2 | $213K | Hold |
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|
2021
Q1 | $203K | Sell |
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|
2020
Q4 | $178K | Hold |
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|
2020
Q3 | $141K | Buy |
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|
2020
Q2 | $136K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $45K | Buy |
|