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Oak Harbor Wealth Partners’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Oak Harbor Wealth Partners’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-43
Closed -$6.83K – 230
2022
Q4 		$6.83K Buy
+43
New +$6.85K ﹤0.01% 211

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UBS Group
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MG
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Oak Harbor Wealth Partners's VBR Position: Q1 2023 in Review

Oak Harbor Wealth Partners sold out of Vanguard Small-Cap Value ETF (VBR) in Q1 2023, closing a stake of 43 shares — an estimated $6.83K sold.

Oak Harbor Wealth Partners first reported a position in VBR in Q4 2022 and held it in 1 quarter. The position peaked at $6.83K in Q4 2022. 1,204 funds tracked by Wall St. Rank hold VBR as of Q1 2023.

  • Oak Harbor Wealth Partners reported no remaining Vanguard Small-Cap Value ETF position as of Q1 2023 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 43 Vanguard Small-Cap Value ETF shares in Q1 2023, an estimated $6.83K.
  • Oak Harbor Wealth Partners first reported a position in Vanguard Small-Cap Value ETF in Q4 2022 and held it in 1 quarter.
  • Oak Harbor Wealth Partners's Vanguard Small-Cap Value ETF position peaked at $6.83K in Q4 2022.
  • 1,204 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2023.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2023, filed 24 Apr 2023.