Fortis 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
Q2 | – | Sell |
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|
2023
Q1 | $250K | Buy |
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|
2022
Q4 | $249K | Buy |
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|
2022
Q3 | $223K | Buy |
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|
2022
Q2 | $232K | Sell |
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|
2022
Q1 | $554K | Buy |
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|
2021
Q4 | $562K | Buy |
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|
2021
Q3 | $528K | Sell |
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|
2021
Q2 | $694K | Sell |
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|
2021
Q1 | $844K | Buy |
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|
2020
Q4 | $2.55M | Sell |
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|
2020
Q3 | $2M | Sell |
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|
2020
Q2 | $2.14M | Sell |
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|
2020
Q1 | $4.26M | Buy |
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|
2019
Q4 | $5.69M | Buy |
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|
2019
Q3 | $5.31M | Buy |
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|
2019
Q2 | $4.86M | Buy |
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|
2019
Q1 | $4.61M | Buy |
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|
2018
Q4 | $3.01M | Sell |
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|
2018
Q3 | $7.75M | Sell |
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|
2018
Q2 | $7.56M | Sell |
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|
2018
Q1 | $7.43M | Buy |
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|
2017
Q4 | $3.27M | Buy |
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|
2017
Q3 | $2.73M | Buy |
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|
2017
Q2 | $281K | Buy |
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