Financial Life 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $204K | Hold |
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|
2023
Q2 | $212K | Sell |
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|
2023
Q1 | $427K | Buy |
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|
2022
Q4 | $423K | Sell |
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|
2022
Q3 | $523K | Sell |
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|
2022
Q2 | $554K | Sell |
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|
2022
Q1 | $656K | Sell |
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|
2021
Q4 | $687K | Sell |
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|
2021
Q3 | $665K | Sell |
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|
2021
Q2 | $683K | Sell |
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|
2021
Q1 | $742K | Sell |
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|
2020
Q4 | $644K | Sell |
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|
2020
Q3 | $521K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $754K | Sell |
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|
2019
Q3 | $718K | Sell |
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|
2019
Q2 | $730K | Sell |
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|
2019
Q1 | $721K | Sell |
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|
2018
Q4 | $822K | Sell |
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|
2018
Q3 | $1.09M | Sell |
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|
2018
Q2 | $1.1M | Sell |
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|
2018
Q1 | $1.15M | Sell |
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|
2017
Q4 | $1.44M | Buy |
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