Squar Milner Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-21
| Closed | -$1K | – | 716 |
|
|
2020
Q1 | $1K | Sell |
21
-6
| -22% | -$286 | ﹤0.01% | 738 |
|
|
2019
Q4 | $3K | Buy |
+27
| New | +$3K | ﹤0.01% | 714 |
|
|
2019
Q3 | – | Sell |
-21
| Closed | -$3K | – | 692 |
|
|
2019
Q2 | $3K | Hold |
21
| – | – | ﹤0.01% | 690 |
|
|
2019
Q1 | $2K | Hold |
21
| – | – | ﹤0.01% | 782 |
|
|
2018
Q4 | $2K | Hold |
21
| – | – | ﹤0.01% | 696 |
|
|
2018
Q3 | $3K | Buy |
+21
| New | +$3K | ﹤0.01% | 700 |
|