BKS 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
2019
Q1
$658K Sell
2018
Q4
$590K Hold
2018
Q3
$726K Sell
2018
Q2
$705K Sell
2018
Q1
$683K Sell
2017
Q4
$693K Buy
2017
Q3
$656K Sell
2017
Q2
$641K Sell
2017
Q1
$642K Sell
2016
Q4
$626K Buy
2016
Q3
$564K Sell
2016
Q2
$551K Buy
2016
Q1
$491K Buy
2015
Q4
$405K Buy
2015
Q3
$381K Sell
2015
Q2
$432K Buy
2015
Q1
$419K Buy