CapWealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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2020
Q1 | $1.16M | Sell |
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|
2019
Q4 | $2.79M | Sell |
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2019
Q3 | $2.67M | Sell |
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|
2019
Q2 | $2.79M | Buy |
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|
2019
Q1 | $2.74M | Buy |
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|
2018
Q4 | $2.29M | Buy |
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|
2018
Q3 | $1.23M | Buy |
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|
2018
Q2 | $527K | Buy |
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2018
Q1 | $438K | Buy |
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|
2017
Q4 | $323K | Buy |
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