Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $42K | Hold |
|
|||||
|
2021
Q2 | $43K | Hold |
|
|||||
|
2021
Q1 | $41K | Hold |
|
|||||
|
2020
Q4 | $35K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $101K | Sell |
|
|||||
|
2019
Q4 | $1.51M | Buy |
|
|||||
|
2019
Q3 | $1.42M | Sell |
|
|||||
|
2019
Q2 | $1.49M | Sell |
|
|||||
|
2019
Q1 | $1.73M | Sell |
|
|||||
|
2018
Q4 | $1.63M | Buy |
|
|||||
|
2018
Q3 | $1.97M | Sell |
|
|||||
|
2018
Q2 | $2.14M | Buy |
|
|||||
|
2018
Q1 | $1.84M | Sell |
|
|||||
|
2017
Q4 | $1.95M | Buy |
|