WR Wealth Planners’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
Q2 | – | Sell |
-1
| Closed | -$192 | – | 1226 |
|
|
2024
Q1 | $192 | Buy |
+1
| New | +$192 | ﹤0.01% | 1131 |
|
|
2023
Q4 | – | Sell |
-86
| Closed | -$13.7K | – | 831 |
|
|
2023
Q3 | $13.7K | Buy |
86
+85
| +8,500% | +$13.6K | 0.01% | 489 |
|
|
2023
Q2 | $165 | Buy |
+1
| New | +$165 | ﹤0.01% | 874 |
|
|
2022
Q2 | – | Sell |
-5
| Closed | -$880 | – | 548 |
|
|
2022
Q1 | $880 | Buy |
+5
| New | +$880 | ﹤0.01% | 465 |
|