JP Morgan Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $29.9M | Sell |
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|
2023
Q2 | $33.4M | Sell |
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|
2023
Q1 | $62.2M | Sell |
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|
2022
Q4 | $88.6M | Buy |
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|
2022
Q3 | $77.7M | Buy |
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|
2022
Q2 | $64M | Buy |
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|
2022
Q1 | $58.5M | Sell |
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|
2021
Q4 | $60.6M | Sell |
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|
2021
Q3 | $57.7M | Buy |
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|
2021
Q2 | $55.9M | Buy |
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|
2021
Q1 | $50.4M | Sell |
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|
2020
Q4 | $50.5M | Sell |
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|
2020
Q3 | $40.8M | Buy |
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|
2020
Q2 | $31.6M | Buy |
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|
2020
Q1 | $21.6M | Buy |
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|
2019
Q4 | $28.7M | Buy |
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|
2019
Q3 | $23.4M | Buy |
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|
2019
Q2 | $23.1M | Buy |
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|
2019
Q1 | $22.7M | Buy |
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|
2018
Q4 | $19.3M | Sell |
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|
2018
Q3 | $28.4M | Sell |
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|
2018
Q2 | $29.8M | Buy |
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|
2018
Q1 | $24.6M | Buy |
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|
2017
Q4 | $24.8M | Buy |
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|
2017
Q3 | $22.8M | Buy |
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|
2017
Q2 | $21.2M | Buy |
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|
2017
Q1 | $20.1M | Buy |
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|
2016
Q4 | $6.08M | Buy |
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|
2016
Q3 | $5.37M | Sell |
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|
2016
Q2 | $5.91M | Sell |
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|
2016
Q1 | $6.24M | Sell |
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|
2015
Q4 | $6.23M | Sell |
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|
2015
Q3 | $7.02M | Sell |
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|
2015
Q2 | $8M | Sell |
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|
2015
Q1 | $8.3M | Sell |
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|
2014
Q4 | $8.79M | Buy |
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|
2014
Q3 | $8.18M | Buy |
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|
2014
Q2 | $8.46M | Sell |
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|
2014
Q1 | $8.36M | Buy |
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|
2013
Q4 | $7.92M | Sell |
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|
2013
Q3 | $7.35M | Sell |
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|
2013
Q2 | $7.16M | Buy |
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