Nachman Norwood & Parrott’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
Q2 | $3.49M | Buy |
20,095
+924
| +5% | +$160K | 0.35% | 56 |
|
2021
Q1 | $3.18M | Buy |
19,171
+398
| +2% | +$65.9K | 0.35% | 62 |
|
2020
Q4 | $2.67M | Buy |
18,773
+838
| +5% | +$119K | 0.31% | 65 |
|
2020
Q3 | $1.98M | Buy |
17,935
+3,072
| +21% | +$340K | 0.27% | 77 |
|
2020
Q2 | $1.59M | Buy |
14,863
+2,895
| +24% | +$310K | 0.26% | 76 |
|
2020
Q1 | $1.06M | Buy |
11,968
+1,775
| +17% | +$158K | 0.21% | 86 |
|
2019
Q4 | $1.4M | Sell |
10,193
-191
| -2% | -$26.2K | 0.23% | 81 |
|
2019
Q3 | $1.34M | Sell |
10,384
-224
| -2% | -$28.9K | 0.24% | 79 |
|
2019
Q2 | $1.39M | Sell |
10,608
-162
| -2% | -$21.2K | 0.25% | 80 |
|
2019
Q1 | $1.39M | Sell |
10,770
-320
| -3% | -$41.4K | 0.26% | 77 |
|
2018
Q4 | $1.27M | Buy |
+11,090
| New | +$1.27M | 0.26% | 79 |
|