Oakwell Private Wealth Management’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
Sell
-1,258
Closed -$208K 65
2021
Q1
$208K Sell
1,258
-179
-12% -$29.6K 0.15% 59
2020
Q4
$204K Buy
+1,437
New +$204K 0.16% 59