Wellspring 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,677
| Closed | -$326K | – | 115 |
|
|
2021
Q1 | $326K | Buy |
3,677
+1,584
| +76% | +$140K | 0.16% | 61 |
|
|
2020
Q4 | $298K | Sell |
2,093
-556
| -21% | -$79.2K | 0.1% | 69 |
|
|
2020
Q3 | $293K | Sell |
2,649
-643
| -20% | -$71.1K | 0.11% | 67 |
|
|
2020
Q2 | $352K | Sell |
3,292
-385
| -10% | -$41.2K | 0.15% | 60 |
|
|
2020
Q1 | $326K | Buy |
+3,677
| New | +$326K | 0.16% | 61 |
|