First Ascent Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $8.86M | Buy |
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|
2023
Q3 | $7.72M | Buy |
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|
2023
Q2 | $7.63M | Buy |
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|
2023
Q1 | $6.01M | Sell |
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|
2022
Q4 | $6.09M | Buy |
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|
2022
Q3 | $5.25M | Buy |
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|
2022
Q2 | $5.15M | Buy |
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|
2022
Q1 | $5.45M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $230K | Sell |
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|
2020
Q2 | $507K | Sell |
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|
2020
Q1 | $493K | Sell |
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|
2019
Q4 | $815K | Buy |
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