AAM
Aureus Asset Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,420
| Closed | -$256K | – | 209 |
|
|
2023
Q4 | $256K | Buy |
+1,420
| New | +$256K | 0.02% | 162 |
|
|
2018
Q1 | – | Sell |
-1,850
| Closed | -$246K | – | 197 |
|
|
2017
Q4 | $246K | Hold |
1,850
| – | – | 0.04% | 161 |
|
|
2017
Q3 | $236K | Hold |
1,850
| – | – | 0.04% | 163 |
|
|
2017
Q2 | $227K | Hold |
1,850
| – | – | 0.04% | 148 |
|
|
2017
Q1 | $226K | Hold |
1,850
| – | – | 0.04% | 162 |
|
|
2016
Q4 | $224K | Buy |
+1,850
| New | +$224K | 0.04% | 141 |
|