Resource 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
Q4
$7.37M Buy
41,220
+1,494
+4% +$267K 0.76% 16
2021
Q3
$6.72M Buy
39,726
+1,500
+4% +$254K 0.77% 15
2021
Q2
$6.64M Buy
38,226
+1,725
+5% +$300K 0.76% 16
2021
Q1
$6.05M Buy
36,501
+1,375
+4% +$228K 0.73% 18
2020
Q4
$5M Buy
35,126
+153
+0.4% +$21.8K 0.68% 20
2020
Q3
$3.87M Buy
34,973
+2,687
+8% +$297K 0.63% 22
2020
Q2
$3.45M Sell
32,286
-12,935
-29% -$1.38M 0.6% 24
2020
Q1
$4.02M Buy
45,221
+6,369
+16% +$566K 0.85% 19
2019
Q4
$5.33M Buy
38,852
+31,693
+443% +$4.34M 0.86% 17
2019
Q3
$922K Buy
+7,159
New +$922K 0.16% 48