Triad Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $363K | Hold |
2,279
| – | – | 0.13% | 61 |
|
|
2023
Q2 | $377K | Sell |
2,279
-39
| -2% | -$6.45K | 0.15% | 57 |
|
|
2023
Q1 | $368K | Hold |
2,318
| – | – | 0.16% | 57 |
|
|
2022
Q4 | $368K | Hold |
2,318
| – | – | 0.16% | 70 |
|
|
2022
Q3 | $332K | Hold |
2,318
| – | – | 0.18% | 66 |
|
|
2022
Q2 | $347K | Sell |
2,318
-523
| -18% | -$78.3K | 0.19% | 66 |
|
|
2022
Q1 | $500K | Sell |
2,841
-1,403
| -33% | -$247K | 0.27% | 49 |
|
|
2021
Q4 | $759K | Buy |
+4,244
| New | +$759K | 0.45% | 33 |
|