My Personal CFO LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Sell |
1,543
-36
| -2% | -$7.02K | 0.14% | 76 |
|
|
2025
Q1 | $294K | Buy |
1,579
+45
| +3% | +$8.38K | 0.15% | 75 |
|
|
2024
Q4 | $304K | Buy |
1,534
+7
| +0.5% | +$1.39K | 0.16% | 74 |
|
|
2024
Q3 | $307K | Sell |
1,527
-713
| -32% | -$143K | 0.17% | 74 |
|
|
2024
Q2 | $409K | Sell |
2,240
-72
| -3% | -$13.1K | 0.22% | 72 |
|
|
2024
Q1 | $444K | Buy |
2,312
+6
| +0.3% | +$1.15K | 0.26% | 66 |
|
|
2023
Q4 | $415K | Buy |
2,306
+589
| +34% | +$106K | 0.27% | 65 |
|
|
2023
Q3 | $274K | Buy |
1,717
+4
| +0.2% | +$638 | 0.22% | 69 |
|
|
2023
Q2 | $283K | Buy |
1,713
+4
| +0.2% | +$662 | 0.22% | 65 |
|
|
2023
Q1 | $271K | Buy |
1,709
+4
| +0.2% | +$635 | 0.23% | 60 |
|
|
2022
Q4 | $271K | Buy |
+1,705
| New | +$271K | 0.25% | 57 |
|