Geneva 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $497K | Sell |
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|
2017
Q1 | $503K | Sell |
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|
2016
Q4 | $544K | Sell |
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|
2016
Q3 | $502K | Buy |
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|
2016
Q2 | $440K | Buy |
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|
2016
Q1 | $366K | Hold |
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|
2015
Q4 | $355K | Buy |
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|
2015
Q3 | $337K | Hold |
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|
2015
Q2 | $375K | Buy |
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|
2015
Q1 | $374K | Buy |
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|
2014
Q4 | $306K | Sell |
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|
2014
Q3 | $360K | Hold |
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|
2014
Q2 | $381K | Buy |
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|
2014
Q1 | $277K | Buy |
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