Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $37.8M | Sell |
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|
2024
Q1 | $41M | Sell |
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|
2023
Q4 | $38.5M | Buy |
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|
2023
Q3 | $33.9M | Buy |
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|
2023
Q2 | $33.9M | Buy |
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|
2023
Q1 | $31.5M | Hold |
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|
2022
Q4 | $31.5M | Sell |
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|
2022
Q3 | $28.4M | Sell |
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|
2022
Q2 | $32.3M | Buy |
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|
2022
Q1 | $35.2M | Buy |
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|
2021
Q4 | $33.6M | Buy |
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|
2021
Q3 | $31.6M | Buy |
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|
2021
Q2 | $30.4M | Sell |
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|
2021
Q1 | $29.2M | Buy |
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|
2020
Q4 | $22.2M | Buy |
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|
2020
Q3 | $16.6M | Sell |
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|
2020
Q2 | $16.4M | Sell |
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|
2020
Q1 | $14.8M | Buy |
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|
2019
Q4 | $21.8M | Buy |
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|
2019
Q3 | $19.3M | Sell |
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|
2019
Q2 | $20.7M | Buy |
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|
2019
Q1 | $19.1M | Sell |
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|
2018
Q4 | $24M | Buy |
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|
2018
Q3 | $20.6M | Buy |
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|
2018
Q2 | $20M | Buy |
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|
2018
Q1 | $18.4M | Buy |
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|
2017
Q4 | $9.84M | Sell |
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|
2017
Q3 | $9.59M | Sell |
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|
2017
Q2 | $9.78M | Sell |
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|
2017
Q1 | $10.1M | Sell |
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|
2016
Q4 | $10M | Sell |
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|
2016
Q3 | $9.28M | Sell |
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|
2016
Q2 | $8.85M | Buy |
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|
2016
Q1 | $5.55M | Buy |
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|
2015
Q4 | $5.25M | Sell |
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|
2015
Q3 | $5.31M | Sell |
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|
2015
Q2 | $5.97M | Buy |
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|
2015
Q1 | $6.02M | Buy |
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|
2014
Q4 | $5.82M | Buy |
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|
2014
Q3 | $5.43M | Sell |
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|
2014
Q2 | $5.82M | Sell |
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|
2014
Q1 | $5.68M | Sell |
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|
2013
Q4 | $5.62M | Sell |
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|
2013
Q3 | $5.33M | Sell |
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|
2013
Q2 | $5.12M | Buy |
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