ARS Wealth Advisors’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 | $11.6M | Buy |
|
|||||
|
2021
Q1 | $9.54M | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $2.75M | Sell |
|
|||||
|
2019
Q3 | $2.68M | Sell |
|
|||||
|
2019
Q2 | $2.83M | Sell |
|
|||||
|
2019
Q1 | $2.82M | Buy |
|
|||||
|
2018
Q4 | $2.49M | Sell |
|
|||||
|
2018
Q3 | $3.12M | Sell |
|
|||||
|
2018
Q2 | $3.05M | Sell |
|
|||||
|
2018
Q1 | $3.27M | Sell |
|
|||||
|
2017
Q4 | $3.53M | Sell |
|
|||||
|
2017
Q3 | $3.63M | Sell |
|
|||||
|
2017
Q2 | $3.62M | Buy |
|
|||||
|
2017
Q1 | $3.44M | Buy |
|
|||||
|
2016
Q4 | $3M | Sell |
|
|||||
|
2016
Q3 | $2.96M | Sell |
|
|||||
|
2016
Q2 | $2.84M | Sell |
|
|||||
|
2016
Q1 | $3.07M | Sell |
|
|||||
|
2015
Q4 | $5.24M | Sell |
|
|||||
|
2015
Q3 | $10.9M | Sell |
|
|||||
|
2015
Q2 | $13.1M | Buy |
|
|||||
|
2015
Q1 | $12.8M | Buy |
|
|||||
|
2014
Q4 | $11.7M | Buy |
|
|||||
|
2014
Q3 | $9.9M | Buy |
|
|||||
|
2014
Q2 | $9.96M | Buy |
|
|||||
|
2014
Q1 | $8.74M | Buy |
|
|||||
|
2013
Q4 | $8.16M | Buy |
|