Advantage Investment Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $120K | Sell |
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|
2019
Q2 | $137K | Sell |
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|
2019
Q1 | $183K | Sell |
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|
2018
Q4 | $202K | Sell |
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|
2018
Q3 | $335K | Buy |
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|
2018
Q2 | $322K | Buy |
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|
2018
Q1 | $305K | Sell |
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|
2017
Q4 | $409K | Sell |
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|
2017
Q3 | $403K | Sell |
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|
2017
Q2 | $433K | Sell |
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|
2017
Q1 | $474K | Sell |
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|
2016
Q4 | $689K | Buy |
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|
2016
Q3 | $603K | Buy |
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|
2016
Q2 | $468K | Buy |
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|
2016
Q1 | $300K | Buy |
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|
2015
Q4 | $10K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $886K | Buy |
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|
2015
Q1 | $4K | Buy |
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