Essex Private Wealth Management’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 | $611K | Sell |
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|
2024
Q2 | $557K | Hold |
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|
2024
Q1 | $586K | Buy |
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|
2023
Q4 | $546K | Hold |
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|
2023
Q3 | $484K | Buy |
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|
2023
Q2 | $500K | Hold |
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|
2023
Q1 | $480K | Hold |
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|
2022
Q4 | $480K | Buy |
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|
2022
Q3 | $397K | Hold |
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|
2022
Q2 | $415K | Hold |
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|
2022
Q1 | $487K | Hold |
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|
2021
Q4 | $495K | Hold |
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|
2021
Q3 | $469K | Hold |
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|
2021
Q2 | $481K | Hold |
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|
2021
Q1 | $458K | Hold |
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|
2020
Q4 | $393K | Hold |
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|
2020
Q3 | $306K | Hold |
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|
2020
Q2 | $295K | Hold |
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|
2020
Q1 | $245K | Hold |
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|
2019
Q4 | $379K | Buy |
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