Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.84M | Sell |
|
|||||
|
2023
Q3 | $1.66M | Sell |
|
|||||
|
2023
Q2 | $1.84M | Sell |
|
|||||
|
2023
Q1 | $1.87M | Sell |
|
|||||
|
2022
Q4 | $1.88M | Sell |
|
|||||
|
2022
Q3 | $2.27M | Sell |
|
|||||
|
2022
Q2 | $16.4M | Buy |
|
|||||
|
2022
Q1 | $18.6M | Sell |
|
|||||
|
2021
Q4 | $18.9M | Buy |
|
|||||
|
2021
Q3 | $17.8M | Sell |
|
|||||
|
2021
Q2 | $18.8M | Sell |
|
|||||
|
2021
Q1 | $19.2M | Buy |
|
|||||
|
2020
Q4 | $10.6M | Buy |
|
|||||
|
2020
Q3 | $8.16M | Sell |
|
|||||
|
2020
Q2 | $9.04M | Buy |
|
|||||
|
2020
Q1 | $567K | Buy |
|
|||||
|
2019
Q4 | $361K | Sell |
|
|||||
|
2019
Q3 | $373K | Sell |
|
|||||
|
2019
Q2 | $411K | Sell |
|
|||||
|
2019
Q1 | $430K | Sell |
|
|||||
|
2018
Q4 | $410K | Buy |
|
|||||
|
2018
Q3 | $14K | Sell |
|
|||||
|
2018
Q2 | $18K | Sell |
|
|||||
|
2018
Q1 | $24K | Sell |
|
|||||
|
2017
Q4 | $35K | Buy |
|
|||||
|
2017
Q3 | $12K | Buy |
|