Tempus Wealth Planning’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
2022
Q1
Sell
-5,156
Closed -$922K 152
2021
Q4
$922K Buy
5,156
+373
+8% +$66.7K 0.5% 59
2021
Q3
$810K Buy
4,783
+879
+23% +$149K 0.46% 66
2021
Q2
$678K Buy
3,904
+1,027
+36% +$178K 0.45% 63
2021
Q1
$476K Buy
+2,877
New +$476K 0.5% 51