West Oak Capital’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
Q1 | – | Sell |
-19
| Closed | -$3K | – | 319 |
|
|
2023
Q4 | $3K | Hold |
19
| – | – | ﹤0.01% | 281 |
|
|
2023
Q3 | $3K | Hold |
19
| – | – | ﹤0.01% | 281 |
|
|
2023
Q2 | $3.14K | Hold |
19
| – | – | ﹤0.01% | 284 |
|
|
2023
Q1 | $3.02K | Hold |
19
| – | – | ﹤0.01% | 285 |
|
|
2022
Q4 | $3K | Hold |
19
| – | – | ﹤0.01% | 258 |
|
|
2022
Q3 | $3K | Hold |
19
| – | – | ﹤0.01% | 300 |
|
|
2022
Q2 | $3K | Hold |
19
| – | – | ﹤0.01% | 295 |
|
|
2022
Q1 | $3K | Hold |
19
| – | – | ﹤0.01% | 317 |
|
|
2021
Q4 | $3K | Hold |
19
| – | – | ﹤0.01% | 320 |
|
|
2021
Q3 | $3K | Buy |
+19
| New | +$3K | ﹤0.01% | 319 |
|