Kalos Management’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 | – | Sell |
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|
2023
Q2 | $31.8K | Hold |
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|
2023
Q1 | $30.5K | Hold |
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|
2022
Q4 | $30.5K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $326K | Sell |
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|
2022
Q1 | $461K | Sell |
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|
2021
Q4 | $573K | Buy |
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|
2021
Q3 | $562K | Sell |
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|
2021
Q2 | $552K | Buy |
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|
2021
Q1 | $418K | Sell |
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|
2020
Q4 | $479K | Buy |
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|
2020
Q3 | $390K | Buy |
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|
2020
Q2 | $351K | Buy |
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|
2020
Q1 | $293K | Buy |
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|
2016
Q1 | – | Hold |
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|
2015
Q4 | – | Hold |
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