Vickerman & Driscoll 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,618
| Closed | -$222K | – | 71 |
|
|
2019
Q4 | $222K | Sell |
1,618
-1,990
| -55% | -$273K | 0.11% | 68 |
|
|
2019
Q3 | $465K | Sell |
3,608
-157
| -4% | -$20.2K | 0.26% | 64 |
|
|
2019
Q2 | $491K | Sell |
3,765
-455
| -11% | -$59.3K | 0.27% | 62 |
|
|
2019
Q1 | $543K | Sell |
4,220
-560
| -12% | -$72.1K | 0.31% | 60 |
|
|
2018
Q4 | $545K | Buy |
4,780
+22
| +0.5% | +$2.51K | 0.42% | 53 |
|
|
2018
Q3 | $663K | Sell |
4,758
-4
| -0.1% | -$557 | 0.46% | 50 |
|
|
2018
Q2 | $647K | Sell |
4,762
-967
| -17% | -$131K | 0.47% | 49 |
|
|
2018
Q1 | $741K | Sell |
5,729
-1,495
| -21% | -$193K | 0.55% | 56 |
|
|
2017
Q4 | $959K | Buy |
+7,224
| New | +$959K | 0.75% | 54 |
|