AdvicePeriod’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $18.8M | Sell |
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2021
Q1 | $19.1M | Sell |
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|
2020
Q4 | $18M | Sell |
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|
2020
Q3 | $14.3M | Sell |
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|
2020
Q2 | $15.7M | Buy |
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|
2020
Q1 | $12.5M | Sell |
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|
2019
Q4 | $32M | Buy |
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|
2019
Q3 | $29.7M | Sell |
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|
2019
Q2 | $32M | Buy |
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|
2019
Q1 | $31.2M | Buy |
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|
2018
Q4 | $27.3M | Buy |
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|
2018
Q3 | $30.4M | Buy |
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|
2018
Q2 | $22.5M | Sell |
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|
2018
Q1 | $22.7M | Sell |
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|
2017
Q4 | $23.4M | Buy |
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