Elm 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $390K | Sell |
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|
2021
Q4 | $767K | Hold |
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|
2021
Q3 | $726K | Buy |
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|
2021
Q2 | $723K | Buy |
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|
2021
Q1 | $687K | Sell |
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|
2020
Q4 | $621K | Buy |
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|
2020
Q3 | $469K | Sell |
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|
2020
Q2 | $504K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $216K | Sell |
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|
2019
Q3 | $206K | Hold |
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|
2019
Q2 | $208K | Hold |
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|
2019
Q1 | $205K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $219K | Hold |
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|
2018
Q2 | $214K | Sell |
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|
2018
Q1 | $214K | Hold |
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|
2017
Q4 | $219K | Buy |
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|
2017
Q3 | $204K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $206K | Hold |
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|
2016
Q4 | $203K | Buy |
|