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WealthPLAN Partners’s Vanguard Small-Cap Value ETF VBR Stock Holding History

WealthPLAN Partners’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-292
Closed -$48.3K – 1134
2023
Q2 		$48.3K Hold
292
– – 0.01% 517
2023
Q1 		$46.4K Buy
+292
New +$48.3K 0.01% 573
2016
Q3 		$31.4K Sell
287
-2,119
-88% -$232K 0.01% 407
2016
Q2 		$21.9K Buy
+2,406
New +$250K ﹤0.01% 1356
2015
Q4 		$18.5K Buy
+561
New +$57.2K ﹤0.01% 954
2015
Q2 		$18K Buy
+167
New +$18.3K 0.01% 270

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MG
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Osaic Holdings
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