Gamble Jones Investment Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $676K | Sell |
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|
2022
Q3 | $708K | Hold |
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|
2022
Q2 | $740K | Hold |
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|
2022
Q1 | $869K | Hold |
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|
2021
Q4 | $883K | Hold |
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|
2021
Q3 | $836K | Hold |
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|
2021
Q2 | $857K | Hold |
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|
2021
Q1 | $818K | Hold |
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|
2020
Q4 | $702K | Sell |
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|
2020
Q3 | $597K | Hold |
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|
2020
Q2 | $577K | Hold |
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|
2020
Q1 | $479K | Hold |
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|
2019
Q4 | $739K | Hold |
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|
2019
Q3 | $695K | Buy |
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|
2019
Q2 | $700K | Buy |
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|
2019
Q1 | $688K | Hold |
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|
2018
Q4 | $609K | Buy |
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|
2018
Q3 | $735K | Hold |
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|
2018
Q2 | $716K | Buy |
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|
2018
Q1 | $680K | Buy |
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|
2017
Q4 | $695K | Buy |
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|
2017
Q3 | $661K | Buy |
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|
2017
Q2 | $634K | Sell |
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|
2017
Q1 | $667K | Buy |
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|
2016
Q4 | $654K | Buy |
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|
2016
Q3 | $595K | Buy |
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|
2016
Q2 | $563K | Buy |
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|
2016
Q1 | $543K | Buy |
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|
2015
Q4 | $521K | Buy |
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|
2015
Q3 | $491K | Sell |
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|
2015
Q2 | $554K | Buy |
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|
2015
Q1 | $541K | Hold |
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|
2014
Q4 | $523K | Buy |
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|
2014
Q3 | $485K | Hold |
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|
2014
Q2 | $513K | Buy |
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|
2014
Q1 | $489K | Buy |
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|
2013
Q4 | $465K | Hold |
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|
2013
Q3 | $431K | Hold |
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|
2013
Q2 | $399K | Buy |
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