Elm 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $3.27M | Sell |
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|
2021
Q4 | $7.38M | Sell |
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|
2021
Q3 | $7.34M | Sell |
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|
2021
Q2 | $7.68M | Sell |
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|
2021
Q1 | $7.41M | Sell |
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|
2020
Q4 | $7.25M | Sell |
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|
2020
Q3 | $6.46M | Sell |
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|
2020
Q2 | $6.23M | Sell |
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|
2020
Q1 | $5.01M | Buy |
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|
2019
Q4 | $6.94M | Sell |
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|
2019
Q3 | $6.48M | Buy |
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|
2019
Q2 | $6.54M | Buy |
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|
2019
Q1 | $6.38M | Buy |
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|
2018
Q4 | $5.47M | Buy |
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|
2018
Q3 | $6.55M | Sell |
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|
2018
Q2 | $6.55M | Sell |
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|
2018
Q1 | $6.39M | Sell |
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|
2017
Q4 | $6.61M | Sell |
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|
2017
Q3 | $6.41M | Sell |
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|
2017
Q2 | $6.23M | Buy |
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|
2017
Q1 | $6.12M | Buy |
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|
2016
Q4 | $5.84M | Sell |
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|
2016
Q3 | $5.55M | Sell |
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|
2016
Q2 | $5.29M | Sell |
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|
2016
Q1 | $5.18M | Buy |
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|
2015
Q4 | $4.81M | Buy |
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|
2015
Q3 | $4.65M | Sell |
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|
2015
Q2 | $5.27M | Buy |
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|
2015
Q1 | $5.32M | Sell |
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|
2014
Q4 | $5.12M | Hold |
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|
2014
Q3 | $4.85M | Buy |
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|
2014
Q2 | $5.09M | Sell |
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|
2014
Q1 | $4.97M | Sell |
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|
2013
Q4 | $4.88M | Buy |
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