Tarbox Family Office’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
Q1 | – | Sell |
-31
| Closed | -$4K | – | 1334 |
|
|
2019
Q4 | $4K | Hold |
31
| – | – | ﹤0.01% | 603 |
|
|
2019
Q3 | $4K | Buy |
+31
| New | +$4K | ﹤0.01% | 536 |
|
|
2018
Q3 | – | Sell |
-50
| Closed | -$7K | – | 635 |
|
|
2018
Q2 | $7K | Hold |
50
| – | – | ﹤0.01% | 362 |
|
|
2018
Q1 | $6K | Sell |
50
-2
| -4% | -$240 | ﹤0.01% | 392 |
|
|
2017
Q4 | $7K | Buy |
+52
| New | +$7K | ﹤0.01% | 367 |
|