WestHill 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-9
| Closed | -$1K | – | 117 |
|
|
2022
Q2 | $1K | Sell |
9
-7
| -44% | -$778 | ﹤0.01% | 114 |
|
|
2022
Q1 | $3K | Hold |
16
| – | – | ﹤0.01% | 118 |
|
|
2021
Q4 | $3K | Hold |
16
| – | – | ﹤0.01% | 121 |
|
|
2021
Q3 | $3K | Buy |
+16
| New | +$3K | ﹤0.01% | 104 |
|
|
2021
Q1 | $3K | Hold |
16
| – | – | ﹤0.01% | 82 |
|
|
2020
Q4 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 82 |
|