Catamount Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $5K | Hold |
35
| – | – | ﹤0.01% | 161 |
|
|
2018
Q4 | $4K | Hold |
35
| – | – | ﹤0.01% | 173 |
|
|
2018
Q3 | $5K | Hold |
35
| – | – | ﹤0.01% | 165 |
|
|
2018
Q2 | $5K | Hold |
35
| – | – | ﹤0.01% | 164 |
|
|
2018
Q1 | $5K | Hold |
35
| – | – | ﹤0.01% | 159 |
|
|
2017
Q4 | $5K | Hold |
35
| – | – | ﹤0.01% | 163 |
|
|
2017
Q3 | $4K | Hold |
35
| – | – | ﹤0.01% | 161 |
|
|
2017
Q2 | $4K | Hold |
35
| – | – | ﹤0.01% | 149 |
|
|
2017
Q1 | $4K | Sell |
35
-4
| -10% | -$457 | ﹤0.01% | 158 |
|
|
2016
Q4 | $5K | Buy |
39
+4
| +11% | +$513 | ﹤0.01% | 137 |
|
|
2016
Q3 | $4K | Hold |
35
| – | – | ﹤0.01% | 138 |
|
|
2016
Q2 | $4K | Hold |
35
| – | – | ﹤0.01% | 119 |
|
|
2016
Q1 | $4K | Hold |
35
| – | – | ﹤0.01% | 116 |
|
|
2015
Q4 | $3K | Hold |
35
| – | – | ﹤0.01% | 114 |
|
|
2015
Q3 | $3K | Hold |
35
| – | – | ﹤0.01% | 120 |
|
|
2015
Q2 | $4K | Hold |
35
| – | – | ﹤0.01% | 151 |
|
|
2015
Q1 | $4K | Hold |
35
| – | – | ﹤0.01% | 126 |
|
|
2014
Q4 | $4K | Buy |
+35
| New | +$4K | ﹤0.01% | 107 |
|