Laurel Wealth Advisors (California)’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
Q4 | $730K | Buy |
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|
2022
Q3 | $319K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $206K | Sell |
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|
2020
Q3 | $206K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $286K | Sell |
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|
2019
Q3 | $273K | Buy |
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|
2019
Q2 | $274K | Sell |
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|
2019
Q1 | $274K | Buy |
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|
2018
Q4 | $235K | Hold |
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|
2018
Q3 | $287K | Buy |
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|
2018
Q2 | $220K | Buy |
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