Appleton Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
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|
2018
Q1 | $215K | Sell |
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|
2017
Q4 | $383K | Sell |
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|
2017
Q3 | $379K | Buy |
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|
2017
Q2 | $341K | Buy |
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|
2017
Q1 | $333K | Buy |
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|
2016
Q4 | $318K | Buy |
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|
2016
Q3 | $245K | Buy |
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|
2016
Q2 | $222K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $212K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $218K | Buy |
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|
2015
Q1 | $218K | Sell |
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|
2014
Q4 | $214K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $204K | Buy |
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