Resource Planning Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,289
| Closed | -$213K | – | 61 |
|
|
2023
Q2 | $213K | Buy |
+1,289
| New | +$213K | 0.17% | 58 |
|
|
2022
Q1 | – | Sell |
-1,133
| Closed | -$203K | – | 72 |
|
|
2021
Q4 | $203K | Sell |
1,133
-1,079
| -49% | -$193K | 0.14% | 69 |
|
|
2021
Q3 | $374K | Buy |
2,212
+145
| +7% | +$24.5K | 0.24% | 57 |
|
|
2021
Q2 | $359K | Buy |
2,067
+2
| +0.1% | +$347 | 0.21% | 55 |
|
|
2021
Q1 | $342K | Buy |
+2,065
| New | +$342K | 0.22% | 52 |
|