VitalStone Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $223K | Buy |
1,109
+9
| +0.8% | +$1.81K | 0.15% | 98 |
|
|
2024
Q2 | $201K | Hold |
1,100
| – | – | 0.15% | 107 |
|
|
2024
Q1 | $211K | Buy |
1,100
+4
| +0.4% | +$767 | 0.16% | 105 |
|
|
2023
Q4 | $197K | Buy |
1,096
+15
| +1% | +$2.7K | 0.16% | 93 |
|
|
2023
Q3 | $169K | Hold |
1,081
| – | – | 0.14% | 87 |
|
|
2023
Q2 | $172K | Buy |
1,081
+824
| +321% | +$131K | 0.1% | 135 |
|
|
2023
Q1 | $46K | Sell |
257
-783
| -75% | -$140K | 0.04% | 109 |
|
|
2022
Q4 | $165K | Buy |
+1,040
| New | +$165K | 0.11% | 64 |
|