SVB Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-258
| Closed | -$37K | – | 54 |
|
|
2020
Q4 | $37K | Hold |
258
| – | – | 0.03% | 56 |
|
|
2020
Q3 | $29K | Hold |
258
| – | – | 0.02% | 53 |
|
|
2020
Q2 | $28K | Sell |
258
-24
| -9% | -$2.61K | 0.03% | 52 |
|
|
2020
Q1 | $25K | Sell |
282
-1,347
| -83% | -$119K | 0.02% | 49 |
|
|
2019
Q4 | $223K | Buy |
+1,629
| New | +$223K | 0.21% | 35 |
|