WealthPLAN Partners’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 | – | Sell |
-292
| Closed | -$48.3K | – | 1134 |
|
|
2023
Q2 | $48.3K | Hold |
292
| – | – | 0.01% | 517 |
|
|
2023
Q1 | $46.4K | Buy |
+292
| New | +$46.4K | 0.01% | 573 |
|
|
2016
Q3 | $31.4K | Sell |
287
-2,119
| -88% | -$232K | 0.01% | 407 |
|
|
2016
Q2 | $21.9K | Buy |
+2,406
| New | +$21.9K | ﹤0.01% | 1356 |
|
|
2015
Q4 | $18.5K | Buy |
+561
| New | +$18.5K | ﹤0.01% | 954 |
|
|
2015
Q2 | $18K | Buy |
+167
| New | +$18K | 0.01% | 270 |
|