Balasa Dinverno & Foltz’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
Q3 | $613K | Buy |
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|
2022
Q2 | $639K | Buy |
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|
2022
Q1 | $734K | Sell |
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|
2021
Q4 | $777K | Sell |
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|
2021
Q3 | $748K | Buy |
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|
2021
Q2 | $754K | Buy |
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|
2021
Q1 | $718K | Sell |
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|
2020
Q4 | $682K | Buy |
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|
2020
Q3 | $467K | Sell |
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|
2020
Q2 | $476K | Sell |
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|
2020
Q1 | $617K | Buy |
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|
2019
Q4 | $587K | Buy |
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|
2019
Q3 | $551K | Buy |
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|
2019
Q2 | $526K | Buy |
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|
2019
Q1 | $518K | Sell |
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|
2018
Q4 | $482K | Buy |
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|
2018
Q3 | $501K | Sell |
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|
2018
Q2 | $595K | Sell |
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|
2018
Q1 | $602K | Buy |
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|
2017
Q4 | $570K | Buy |
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|
2017
Q3 | $316K | Buy |
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|
2017
Q2 | $299K | Buy |
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|
2017
Q1 | $245K | Buy |
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|
2016
Q4 | $235K | Buy |
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|
2016
Q3 | $210K | Sell |
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|
2016
Q2 | $212K | Buy |
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|
2016
Q1 | $201K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $248K | Buy |
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|
2015
Q1 | $244K | Hold |
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|
2014
Q4 | $236K | Hold |
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|
2014
Q3 | $223K | Buy |
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