Berman Capital Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $335K | Buy |
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2021
Q2 | $344K | Buy |
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|
2021
Q1 | $326K | Buy |
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|
2020
Q4 | $204K | Buy |
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|
2020
Q3 | $149K | Buy |
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|
2020
Q2 | $141K | Sell |
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|
2020
Q1 | $201K | Buy |
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|
2019
Q4 | $147K | Buy |
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|
2019
Q3 | $135K | Sell |
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|
2019
Q2 | $161K | Buy |
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|
2019
Q1 | $157K | Sell |
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|
2018
Q4 | $176K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $284K | Buy |
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