Jentner Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Buy |
|
|||||
|
2025
Q1 | $1.14M | Sell |
|
|||||
|
2024
Q4 | $1.23M | Sell |
|
|||||
|
2024
Q3 | $1.29M | Buy |
|
|||||
|
2024
Q2 | $1.16M | Sell |
|
|||||
|
2024
Q1 | $1.22M | Sell |
|
|||||
|
2023
Q4 | $1.17M | Sell |
|
|||||
|
2023
Q3 | $1.06M | Sell |
|
|||||
|
2023
Q2 | $1.12M | Sell |
|
|||||
|
2023
Q1 | $1.08M | Sell |
|
|||||
|
2022
Q4 | $1.17M | Sell |
|
|||||
|
2022
Q3 | $1.07M | Sell |
|
|||||
|
2022
Q2 | $1.14M | Sell |
|
|||||
|
2022
Q1 | $1.35M | Sell |
|
|||||
|
2021
Q4 | $1.46M | Sell |
|
|||||
|
2021
Q3 | $1.42M | Sell |
|
|||||
|
2021
Q2 | $1.46M | Sell |
|
|||||
|
2021
Q1 | $1.47M | Sell |
|
|||||
|
2020
Q4 | $1.3M | Sell |
|
|||||
|
2020
Q3 | $1.02M | Sell |
|
|||||
|
2020
Q2 | $1.05M | Buy |
|
|||||
|
2020
Q1 | $442K | Sell |
|
|||||
|
2019
Q4 | $826K | Sell |
|
|||||
|
2019
Q3 | $804K | Buy |
|
|||||
|
2019
Q2 | $541K | Buy |
|
|||||
|
2019
Q1 | $433K | Buy |
|
|||||
|
2018
Q4 | $362K | Buy |
|
|||||
|
2018
Q3 | $379K | Sell |
|
|||||
|
2018
Q2 | $373K | Sell |
|
|||||
|
2018
Q1 | $372K | Hold |
|
|||||
|
2017
Q4 | $384K | Sell |
|
|||||
|
2017
Q3 | $397K | Hold |
|
|||||
|
2017
Q2 | $382K | Sell |
|
|||||
|
2017
Q1 | $384K | Sell |
|
|||||
|
2016
Q4 | $389K | Buy |
|