BWA
Burt Wealth Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-500
| Closed | -$64K | – | 372 |
|
|
2019
Q1 | $64K | Hold |
500
| – | – | 0.03% | 157 |
|
|
2018
Q4 | $57K | Sell |
500
-72
| -13% | -$8.21K | 0.03% | 165 |
|
|
2018
Q3 | $80K | Hold |
572
| – | – | 0.04% | 155 |
|
|
2018
Q2 | $78K | Hold |
572
| – | – | 0.04% | 147 |
|
|
2018
Q1 | $74K | Hold |
572
| – | – | 0.04% | 150 |
|
|
2017
Q4 | $76K | Hold |
572
| – | – | 0.05% | 149 |
|
|
2017
Q3 | $73K | Hold |
572
| – | – | 0.05% | 148 |
|
|
2017
Q2 | $70K | Sell |
572
-116
| -17% | -$14.2K | 0.05% | 154 |
|
|
2017
Q1 | $85K | Buy |
688
+198
| +40% | +$24.5K | 0.06% | 125 |
|
|
2016
Q4 | $54K | Hold |
490
| – | – | 0.05% | 163 |
|
|
2016
Q3 | $54K | Buy |
+490
| New | +$54K | 0.06% | 152 |
|