JOYN 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $7.6M | Buy |
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|
2019
Q4 | $5.15M | Buy |
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|
2019
Q3 | $4.79M | Buy |
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|
2019
Q2 | $3.62M | Buy |
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|
2019
Q1 | $3.69M | Buy |
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|
2018
Q4 | $3.21M | Buy |
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|
2018
Q3 | $303K | Hold |
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|
2018
Q2 | $295K | Sell |
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|
2018
Q1 | $282K | Buy |
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|
2017
Q4 | $289K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $186K | Hold |
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|
2015
Q2 | $207K | Hold |
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|
2015
Q1 | $210K | Buy |
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|
2014
Q4 | $203K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $135K | Buy |
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