JRM Investment Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2.67M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.37M | Buy |
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|
2019
Q3 | $587K | Sell |
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|
2019
Q2 | $2.3M | Sell |
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|
2019
Q1 | $2.28M | Buy |
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|
2018
Q4 | $1.36M | Buy |
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|
2018
Q3 | $433K | Hold |
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|
2018
Q2 | $422K | Buy |
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|
2018
Q1 | $402K | Sell |
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|
2017
Q4 | $502K | Sell |
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|
2017
Q3 | $542K | Sell |
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|
2017
Q2 | $1.11M | Sell |
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|
2017
Q1 | $1.99M | Sell |
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|
2016
Q4 | $5.19M | Buy |
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|
2016
Q3 | $4.58M | Buy |
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|
2016
Q2 | $3.6M | Buy |
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|
2016
Q1 | $2.93M | Buy |
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|
2015
Q4 | $418K | Buy |
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