FinTrust Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.61M | Sell |
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|
2024
Q2 | $3.36M | Buy |
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|
2024
Q1 | $3.52M | Buy |
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|
2023
Q4 | $2.99M | Buy |
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|
2023
Q3 | $2.38M | Buy |
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|
2023
Q2 | $1.76M | Hold |
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|
2023
Q1 | $1.76M | Hold |
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|
2022
Q4 | $1.76M | Buy |
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|
2022
Q3 | $1.53M | Buy |
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|
2022
Q2 | $1.15M | Buy |
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|
2022
Q1 | $778K | Buy |
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|
2021
Q4 | $495K | Buy |
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|
2021
Q3 | $178K | Buy |
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|
2021
Q2 | $102K | Hold |
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|
2021
Q1 | $98K | Hold |
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|
2020
Q4 | $84K | Sell |
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|
2020
Q3 | $192 | Hold |
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|
2020
Q2 | $186K | Hold |
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|
2020
Q1 | $154K | Sell |
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|
2019
Q4 | $258K | Buy |
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|
2019
Q3 | $224K | Hold |
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|
2019
Q2 | $226K | Hold |
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|
2019
Q1 | $223K | Hold |
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|
2018
Q4 | $198K | Buy |
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