Edmonds Duncan Registered Investment Advisors’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 | $14.1M | Buy |
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|
2024
Q2 | $12.1M | Sell |
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|
2024
Q1 | $1.31M | Buy |
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|
2023
Q4 | $12.2M | Buy |
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|
2023
Q3 | $10.8M | Buy |
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|
2023
Q2 | $10.3M | Buy |
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|
2023
Q1 | $9.52M | Sell |
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|
2022
Q4 | $9.64M | Sell |
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|
2022
Q3 | $9.22M | Buy |
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|
2022
Q2 | $9.58M | Sell |
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|
2022
Q1 | $11.7M | Sell |
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|
2021
Q4 | $11.6M | Buy |
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|
2021
Q3 | $10.9M | Buy |
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|
2021
Q2 | $10.8M | Buy |
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|
2021
Q1 | $10M | Buy |
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|
2020
Q4 | $9.42M | Buy |
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|
2020
Q3 | $4.61M | Buy |
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|
2020
Q2 | $4.4M | Buy |
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|
2020
Q1 | $3.52M | Buy |
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