Aevitas Wealth 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
2022
Q4
$746K Sell
2022
Q3
$701K Sell
2022
Q2
$735K Sell
2022
Q1
$917K Buy
2019
Q2
Sell
2019
Q1
$48K Hold
2018
Q4
$43K Hold
2018
Q3
$53K Buy
2018
Q2
$24K Buy
2018
Q1
$10K Hold
2017
Q4
$11K Buy