Wolff Wiese Magana’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
Q2 | – | Sell |
-155
| Closed | -$24.6K | – | 840 |
|
|
2023
Q1 | $24.6K | Hold |
155
| – | – | 0.02% | 247 |
|
|
2022
Q4 | $24.6K | Hold |
155
| – | – | 0.02% | 244 |
|
|
2022
Q3 | $22K | Hold |
155
| – | – | 0.02% | 362 |
|
|
2022
Q2 | $23K | Hold |
155
| – | – | 0.02% | 370 |
|
|
2022
Q1 | $27K | Sell |
155
-36
| -19% | -$6.27K | 0.02% | 366 |
|
|
2021
Q4 | $34K | Hold |
191
| – | – | 0.02% | 338 |
|
|
2021
Q3 | $32K | Buy |
191
+6
| +3% | +$1.01K | 0.02% | 343 |
|
|
2021
Q2 | $32K | Hold |
185
| – | – | 0.02% | 341 |
|
|
2021
Q1 | $31K | Buy |
+185
| New | +$31K | 0.02% | 336 |
|