EisnerAmper Wealth Management Corporate Benefits’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $285K | Sell |
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|
2023
Q3 | $267K | Sell |
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|
2023
Q2 | $278K | Sell |
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|
2023
Q1 | $308K | Sell |
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|
2022
Q4 | $334K | Hold |
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|
2022
Q3 | $301K | Hold |
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|
2022
Q2 | $315K | Hold |
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|
2022
Q1 | $370K | Hold |
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|
2021
Q4 | $376K | Hold |
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|
2021
Q3 | $356K | Hold |
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|
2021
Q2 | $365K | Hold |
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|
2021
Q1 | $348K | Hold |
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|
2020
Q4 | $299K | Hold |
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|
2020
Q3 | $232K | Hold |
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|
2020
Q2 | $225K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $288K | Hold |
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|
2019
Q3 | $271K | Hold |
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|
2019
Q2 | $274K | Sell |
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|
2019
Q1 | $293K | Sell |
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|
2018
Q4 | $329K | Sell |
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|
2018
Q3 | $873K | Buy |
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|
2018
Q2 | $776K | Buy |
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|
2018
Q1 | $593K | Buy |
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|
2017
Q4 | $403K | Buy |
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|
2017
Q3 | $334K | Hold |
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|
2017
Q2 | $321K | Hold |
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|
2017
Q1 | $321K | Sell |
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|
2016
Q4 | $353K | Hold |
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|
2016
Q3 | $321K | Hold |
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|
2016
Q2 | $307K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $288K | Buy |
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|
2015
Q3 | $253K | Hold |
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|
2015
Q2 | $281K | Sell |
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|
2015
Q1 | $288K | Hold |
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|
2014
Q4 | $278K | Buy |
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