DFPG Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $796K | Sell |
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|
2023
Q3 | $719K | Buy |
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|
2023
Q2 | $780K | Buy |
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|
2023
Q1 | $657K | Buy |
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|
2022
Q4 | $662K | Buy |
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|
2022
Q3 | $590K | Hold |
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|
2022
Q2 | $593K | Hold |
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|
2022
Q1 | $684K | Hold |
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|
2021
Q4 | $689K | Hold |
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|
2021
Q3 | $752K | Hold |
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|
2021
Q2 | $733K | Sell |
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|
2021
Q1 | $798K | Sell |
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|
2020
Q4 | $844K | Sell |
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|
2020
Q3 | $728K | Sell |
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|
2020
Q2 | $850K | Sell |
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|
2020
Q1 | $714K | Sell |
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|
2019
Q4 | $1.02M | Sell |
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|
2019
Q3 | $961K | Sell |
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|
2019
Q2 | $1.11M | Buy |
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|
2019
Q1 | $1.05M | Buy |
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|
2018
Q4 | $878K | Buy |
|