Parisi Gray 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
Q3 | – | Sell |
-233
| Closed | -$40K | – | 533 |
|
|
2021
Q2 | $40K | Buy |
+233
| New | +$40K | 0.01% | 320 |
|
|
2019
Q2 | – | Sell |
-22
| Closed | -$3K | – | 441 |
|
|
2019
Q1 | $3K | Hold |
22
| – | – | ﹤0.01% | 494 |
|
|
2018
Q4 | $2K | Hold |
22
| – | – | ﹤0.01% | 546 |
|
|
2018
Q3 | $3K | Hold |
22
| – | – | ﹤0.01% | 531 |
|
|
2018
Q2 | $3K | Hold |
22
| – | – | ﹤0.01% | 543 |
|
|
2018
Q1 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 552 |
|