Sowa Financial 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-93
| Closed | -$13K | – | 213 |
|
2020
Q4 | $13K | Hold |
93
| – | – | 0.01% | 220 |
|
2020
Q3 | $10K | Hold |
93
| – | – | 0.01% | 223 |
|
2020
Q2 | $10K | Hold |
93
| – | – | 0.01% | 228 |
|
2020
Q1 | $8K | Sell |
93
-50
| -35% | -$4.3K | 0.01% | 228 |
|
2019
Q4 | $20K | Buy |
+143
| New | +$20K | 0.02% | 174 |
|