Sheets Smith Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-338
| Closed | -$54K | – | 493 |
|
|
2023
Q3 | $54K | Buy |
+338
| New | +$54K | 0.01% | 383 |
|
|
2022
Q2 | – | Sell |
-1,630
| Closed | -$287K | – | 346 |
|
|
2022
Q1 | $287K | Sell |
1,630
-73
| -4% | -$12.9K | 0.04% | 286 |
|
|
2021
Q4 | $305K | Sell |
1,703
-387
| -19% | -$69.3K | 0.04% | 307 |
|
|
2021
Q3 | $354K | Buy |
+2,090
| New | +$354K | 0.05% | 270 |
|