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SevenOneSeven Capital Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

SevenOneSeven Capital Management’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-11
Closed -$2K – 61
2022
Q2 		$2K Hold
11
– – ﹤0.01% 55
2022
Q1 		$2K Hold
11
– – ﹤0.01% 49
2021
Q4 		$2K Buy
+11
New +$1.96K ﹤0.01% 51

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SevenOneSeven Capital Management's VBR Position: Q3 2022 in Review

SevenOneSeven Capital Management sold out of Vanguard Small-Cap Value ETF (VBR) in Q3 2022, closing a stake of 11 shares — an estimated $2K sold.

SevenOneSeven Capital Management first reported a position in VBR in Q4 2021 and held it in 3 quarters. The position peaked at $2K in Q2 2022. 1,085 funds tracked by Wall St. Rank hold VBR as of Q3 2022.

  • SevenOneSeven Capital Management reported no remaining Vanguard Small-Cap Value ETF position as of Q3 2022 after selling out during the quarter.
  • SevenOneSeven Capital Management sold 11 Vanguard Small-Cap Value ETF shares in Q3 2022, an estimated $2K.
  • SevenOneSeven Capital Management first reported a position in Vanguard Small-Cap Value ETF in Q4 2021 and held it in 3 quarters.
  • SevenOneSeven Capital Management's Vanguard Small-Cap Value ETF position peaked at $2K in Q2 2022.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q3 2022.

Based on SevenOneSeven Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.