Partnervest Advisory Services’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
Q3
$412K Buy
3,728
+213
+6% +$23.5K 0.13% 134
2020
Q2
$376K Buy
3,515
+314
+10% +$33.6K 0.14% 120
2020
Q1
$284K Buy
+3,201
New +$284K 0.13% 139
2019
Q4
Sell
-2,783
Closed -$359K 269
2019
Q3
$359K Buy
+2,783
New +$359K 0.13% 139