Concorde Asset Management’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
2019
Q3
Sell
2019
Q2
$281K Sell
2019
Q1
$315K Hold
2018
Q4
$279K Buy
2018
Q3
$210K Buy
2016
Q3
Sell
2016
Q2
$5.48M Buy
2016
Q1
$581K Buy