Bridgewater Wealth & Financial 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
2017
Q3
Sell
2017
Q2
$271K Hold
2017
Q1
$271K Hold
2016
Q4
$267K Sell
2016
Q3
$245K Buy
2016
Q2
$233K Buy
2016
Q1
$226K Buy
2015
Q3
Sell
2015
Q2
$212K Hold
2015
Q1
$215K Hold
2014
Q4
$208K Buy