Altium 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
Q2 | $296K | Sell |
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|
2022
Q1 | $405K | Sell |
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|
2021
Q4 | $583K | Sell |
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|
2021
Q3 | $553K | Hold |
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|
2021
Q2 | $567K | Hold |
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|
2021
Q1 | $541K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $229K | Sell |
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|
2018
Q2 | $281K | Sell |
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|
2018
Q1 | $291K | Sell |
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|
2017
Q4 | $301K | Buy |
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