Landmark Financial 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
Q4 | $666K | Sell |
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|
2023
Q3 | $591K | Hold |
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|
2023
Q2 | $613K | Sell |
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|
2023
Q1 | $598K | Hold |
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|
2022
Q4 | $598K | Sell |
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|
2022
Q3 | $547K | Sell |
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|
2022
Q2 | $575K | Sell |
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|
2022
Q1 | $675K | Sell |
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|
2021
Q4 | $715K | Sell |
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|
2021
Q3 | $700K | Buy |
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|
2021
Q2 | $723K | Sell |
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|
2021
Q1 | $700K | Sell |
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|
2020
Q4 | $785K | Hold |
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|
2020
Q3 | $611K | Hold |
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|
2020
Q2 | $563K | Sell |
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|
2020
Q1 | $523K | Hold |
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|
2019
Q4 | $752K | Hold |
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|
2019
Q3 | $702K | Sell |
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|
2019
Q2 | $716K | Hold |
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|
2019
Q1 | $706K | Sell |
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|
2018
Q4 | $639K | Buy |
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|
2018
Q3 | $740K | Buy |
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|
2018
Q2 | $341K | Hold |
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|
2018
Q1 | $326K | Hold |
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|
2017
Q4 | $334K | Buy |
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|
2017
Q3 | $307K | Hold |
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|
2017
Q2 | $294K | Hold |
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|
2017
Q1 | $295K | Hold |
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|
2016
Q4 | $290K | Hold |
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|
2016
Q3 | $266K | Hold |
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|
2016
Q2 | $252K | Hold |
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|
2016
Q1 | $244K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $204K | Hold |
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|
2015
Q2 | $204K | Hold |
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|
2015
Q1 | $208K | Buy |
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