Hellman Jordan Management Company’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
$254K Buy
2022
Q3
$201K Hold
2022
Q2
$210K Hold
2022
Q1
$246K Hold
2021
Q4
$250K Hold
2021
Q3
$237K Hold
2021
Q2
$243K Hold
2021
Q1
$232K Sell
2020
Q4
$302K Buy