Paul John Balson’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
$1.26M Buy
8,850
+250
+3% +$35.6K 0.26% 30
2020
Q3
$951K Sell
8,600
-1,295
-13% -$143K 0.24% 30
2020
Q2
$1.06M Sell
9,895
-2,796
-22% -$299K 0.4% 24
2020
Q1
$1.13M Buy
+12,691
New +$1.13M 0.6% 20