MLA
My Legacy Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,293
| Closed | -$228K | – | 215 |
|
|
2022
Q4 | $228K | Sell |
1,293
-1,013
| -44% | -$179K | 0.1% | 195 |
|
|
2022
Q3 | $341K | Sell |
2,306
-2,021
| -47% | -$299K | 0.17% | 172 |
|
|
2022
Q2 | $652K | Sell |
4,327
-3,071
| -42% | -$463K | 0.33% | 118 |
|
|
2022
Q1 | $1.3M | Buy |
+7,398
| New | +$1.3M | 0.6% | 38 |
|