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