Carmichael Hill & Associates’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
Q3 | $191K | Buy |
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|
2024
Q2 | $125K | Sell |
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|
2024
Q1 | $381K | Hold |
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|
2023
Q4 | $357K | Buy |
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|
2023
Q3 | $316K | Sell |
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|
2023
Q2 | $331K | Hold |
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|
2023
Q1 | $317K | Buy |
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|
2022
Q4 | $317K | Buy |
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|
2022
Q3 | $215K | Sell |
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|
2022
Q2 | $259K | Buy |
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|
2022
Q1 | $301K | Buy |
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|
2021
Q4 | $294K | Buy |
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|
2021
Q3 | $252K | Buy |
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|
2021
Q2 | $251K | Hold |
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|
2021
Q1 | $239K | Hold |
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|
2020
Q4 | $206K | Hold |
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|
2020
Q3 | $160K | Hold |
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|
2020
Q2 | $155K | Sell |
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|
2020
Q1 | $130K | Sell |
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|
2019
Q4 | $215K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $202K | Sell |
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|
2018
Q2 | $210K | Hold |
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|
2018
Q1 | $200K | Hold |
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|
2017
Q4 | $205K | Buy |
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