Professional Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-221
| Closed | -$32K | – | 440 |
|
|
2022
Q3 | $32K | Buy |
221
+1
| +0.5% | +$145 | 0.02% | 178 |
|
|
2022
Q2 | $33K | Buy |
220
+36
| +20% | +$5.4K | 0.02% | 183 |
|
|
2022
Q1 | $32K | Buy |
184
+1
| +0.5% | +$174 | 0.01% | 184 |
|
|
2021
Q4 | $33K | Buy |
183
+1
| +0.5% | +$180 | 0.01% | 200 |
|
|
2021
Q3 | $31K | Buy |
182
+1
| +0.6% | +$170 | 0.02% | 176 |
|
|
2021
Q2 | $31K | Hold |
181
| – | – | 0.02% | 180 |
|
|
2021
Q1 | $30K | Buy |
181
+1
| +0.6% | +$166 | 0.02% | 163 |
|
|
2020
Q4 | $26K | Buy |
180
+1
| +0.6% | +$144 | 0.02% | 170 |
|
|
2020
Q3 | $20K | Buy |
+179
| New | +$20K | 0.02% | 170 |
|