Capital Asset Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $39K | Buy |
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|
2022
Q2 | $40K | Sell |
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|
2022
Q1 | $48K | Buy |
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|
2021
Q4 | $48K | Buy |
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|
2021
Q3 | $46K | Hold |
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|
2021
Q2 | $47K | Buy |
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|
2021
Q1 | $23K | Hold |
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|
2020
Q4 | $20K | Buy |
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|
2020
Q3 | $15K | Sell |
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|
2020
Q2 | $17K | Sell |
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|
2020
Q1 | $143K | Sell |
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|
2019
Q4 | $3.88M | Buy |
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|
2019
Q3 | $2.74M | Buy |
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|
2019
Q2 | $1.6M | Sell |
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|
2019
Q1 | $2.06M | Sell |
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|
2018
Q4 | $2.55M | Sell |
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|
2018
Q3 | $3.12M | Buy |
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|
2018
Q2 | $2.95M | Buy |
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|
2018
Q1 | $2.58M | Buy |
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|
2017
Q4 | $2.53M | Sell |
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|
2017
Q3 | $2.82M | Sell |
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|
2017
Q2 | $3.34M | Buy |
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