Gerald L. Ray & Associates’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
Q3 | $897K | Sell |
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|
2017
Q2 | $895K | Buy |
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|
2017
Q1 | $874K | Sell |
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|
2016
Q4 | $909K | Buy |
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|
2016
Q3 | $830K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $265K | Hold |
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|
2015
Q3 | $259K | Sell |
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|
2015
Q2 | $364K | Hold |
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|
2015
Q1 | $370K | Sell |
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|
2014
Q4 | $463K | Sell |
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|
2014
Q3 | $439K | Hold |
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|
2014
Q2 | $464K | Hold |
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|
2014
Q1 | $443K | Buy |
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|
2013
Q4 | $355K | Hold |
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|
2013
Q3 | $329K | Sell |
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|
2013
Q2 | $320K | Buy |
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