Integrated Investment Consultants’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $312K | Hold |
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|
2023
Q3 | $276K | Hold |
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|
2023
Q2 | $286K | Hold |
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|
2023
Q1 | $275K | Hold |
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|
2022
Q4 | $275K | Hold |
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|
2022
Q3 | $248K | Hold |
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|
2022
Q2 | $259K | Sell |
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|
2022
Q1 | $341K | Buy |
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|
2021
Q4 | $301K | Sell |
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|
2021
Q3 | $601K | Hold |
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|
2021
Q2 | $617K | Sell |
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|
2021
Q1 | $866K | Buy |
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|
2020
Q4 | $708K | Buy |
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|
2020
Q3 | $505K | Buy |
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|
2020
Q2 | $434K | Sell |
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|
2020
Q1 | $381K | Sell |
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|
2019
Q4 | $968K | Buy |
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|
2019
Q3 | $887K | Hold |
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|
2019
Q2 | $899K | Buy |
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|
2019
Q1 | $874K | Buy |
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|
2018
Q4 | $768K | Buy |
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|
2018
Q3 | $575K | Hold |
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|
2018
Q2 | $561K | Hold |
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|
2018
Q1 | $534K | Buy |
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|
2017
Q3 | $536K | Hold |
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|
2017
Q2 | $516K | Buy |
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|
2017
Q1 | $516K | Sell |
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|
2016
Q4 | $508K | Hold |
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|
2016
Q3 | $454K | Hold |
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|
2016
Q2 | $442K | Buy |
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|
2016
Q1 | $416K | Buy |
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|
2015
Q4 | $368K | Buy |
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