UFA
US Financial Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4,237
| Closed | -$702K | – | 124 |
|
|
2021
Q1 | $702K | Sell |
4,237
-208
| -5% | -$34.5K | 0.19% | 65 |
|
|
2020
Q4 | $632K | Buy |
+4,445
| New | +$632K | 0.19% | 60 |
|
|
2016
Q2 | $1.53M | Hold |
15,030
| – | – | 3.07% | 14 |
|
|
2016
Q1 | $1.53M | Buy |
+15,030
| New | +$1.53M | 2.66% | 14 |
|