Novak Financial Planning’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
$479K Buy
2,759
+1,451
+111% +$252K 0.23% 90
2021
Q1
$217K Buy
+1,308
New +$217K 0.12% 111