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TCWP’s Vanguard Small-Cap Value ETF VBR Stock Holding History

TCWP’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-553
Closed -$97K – 1679
2022
Q1 		$97K Sell
553
-1,267
-70% -$222K 0.02% 356
2021
Q4 		$325K Buy
+1,820
New +$325K 0.06% 194