Pacific Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-7
| Closed | -$1K | – | 127 |
|
|
2020
Q3 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 123 |
|
|
2020
Q1 | – | Sell |
-21,586
| Closed | -$2.96M | – | 78 |
|
|
2019
Q4 | $2.96M | Buy |
21,586
+1,993
| +10% | +$273K | 0.29% | 42 |
|
|
2019
Q3 | $2.56M | Buy |
19,593
+107
| +0.5% | +$14K | 0.28% | 39 |
|
|
2019
Q2 | $2.51M | Buy |
19,486
+82
| +0.4% | +$10.6K | 0.3% | 38 |
|
|
2019
Q1 | $2.5M | Buy |
+19,404
| New | +$2.5M | 0.3% | 37 |
|