Hochman Cole Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.11M | Buy |
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|
2021
Q2 | $1.09M | Buy |
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|
2021
Q1 | $746K | Hold |
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|
2020
Q4 | $641K | Sell |
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|
2020
Q3 | $602K | Sell |
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|
2020
Q2 | $585K | Hold |
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|
2020
Q1 | $486K | Sell |
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|
2019
Q4 | $864K | Sell |
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|
2019
Q3 | $840K | Sell |
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|
2019
Q2 | $870K | Sell |
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|
2019
Q1 | $928K | Hold |
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|
2018
Q4 | $822K | Sell |
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|
2018
Q3 | $1.01M | Hold |
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|
2018
Q2 | $989K | Buy |
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|
2018
Q1 | $917K | Sell |
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|
2017
Q4 | $983K | Buy |
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|
2017
Q3 | $798K | Buy |
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|
2017
Q2 | $730K | Sell |
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|
2017
Q1 | $750K | Sell |
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|
2016
Q4 | $748K | Sell |
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|
2016
Q3 | $697K | Buy |
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|
2016
Q2 | $602K | Sell |
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|
2016
Q1 | $614K | Sell |
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|
2015
Q4 | $603K | Buy |
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