BerganKDV 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
Q2 | $165K | Hold |
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|
2023
Q1 | $159K | Sell |
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|
2022
Q4 | $175K | Buy |
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|
2022
Q3 | $143K | Hold |
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|
2022
Q2 | $150K | Hold |
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|
2022
Q1 | $176K | Sell |
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|
2021
Q4 | $380K | Buy |
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|
2021
Q3 | $172K | Hold |
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|
2021
Q2 | $176K | Buy |
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|
2021
Q1 | $166K | Hold |
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|
2020
Q4 | $142K | Hold |
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|
2020
Q3 | $111K | Sell |
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|
2020
Q2 | $157K | Buy |
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|
2020
Q1 | $94K | Hold |
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|
2019
Q4 | $145K | Hold |
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|
2019
Q3 | $136K | Sell |
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|
2019
Q2 | $144K | Sell |
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|
2019
Q1 | $148K | Hold |
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|
2018
Q4 | $131K | Buy |
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|
2018
Q3 | $157K | Hold |
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|
2018
Q2 | $153K | Buy |
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