Heritage Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
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|
2019
Q3 | $895K | Sell |
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|
2019
Q2 | $946K | Buy |
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|
2019
Q1 | $919K | Buy |
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|
2018
Q4 | $80K | Hold |
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|
2018
Q3 | $98K | Hold |
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|
2018
Q2 | $95K | Buy |
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|
2018
Q1 | $19K | Buy |
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|
2017
Q4 | $2K | Hold |
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|
2017
Q3 | $2K | Hold |
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|
2017
Q2 | $2K | Sell |
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|
2017
Q1 | $3K | Buy |
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