BDO 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $545K | Hold |
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|
2023
Q1 | $524K | Sell |
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|
2022
Q4 | $596K | Hold |
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|
2022
Q3 | $538K | Sell |
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|
2022
Q2 | $644K | Buy |
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|
2022
Q1 | $756K | Buy |
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|
2021
Q4 | $555K | Sell |
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|
2021
Q3 | $612K | Sell |
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|
2021
Q2 | $681K | Sell |
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|
2021
Q1 | $683K | Sell |
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|
2020
Q4 | $882K | Sell |
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|
2020
Q3 | $954K | Sell |
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|
2020
Q2 | $1.29M | Sell |
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|
2020
Q1 | $1.1M | Buy |
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|
2019
Q4 | $1.68M | Sell |
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|
2019
Q3 | $1.83M | Sell |
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|
2019
Q2 | $1.99M | Sell |
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|
2019
Q1 | $2.01M | Sell |
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|
2018
Q4 | $2.3M | Buy |
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|
2018
Q3 | $72K | Hold |
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|
2018
Q2 | $70K | Buy |
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|
2018
Q1 | $20K | Buy |
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