Clear Perspective Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $3.5M | Sell |
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|
2021
Q3 | $5.59M | Sell |
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|
2021
Q2 | $6.21M | Sell |
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|
2021
Q1 | $6.67M | Buy |
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|
2020
Q4 | $5.27M | Buy |
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|
2020
Q3 | $186 | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $561K | Sell |
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|
2019
Q4 | $2.13M | Sell |
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|
2019
Q3 | $4.29M | Buy |
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|
2019
Q2 | $2.19M | Buy |
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|
2019
Q1 | $1.86M | Sell |
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|
2018
Q4 | $2.02M | Sell |
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|
2018
Q3 | $3.38M | Hold |
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|
2018
Q2 | $3.24M | Sell |
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|
2018
Q1 | $4.79M | Buy |
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|
2017
Q4 | $4.71M | Buy |
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|
2017
Q3 | $4.5M | Buy |
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|
2017
Q2 | $4.14M | Buy |
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|
2017
Q1 | $3.61M | Buy |
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|
2016
Q4 | $3.19M | Buy |
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