Legacy Wealth Planning’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
Q3 | $1.58M | Buy |
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|
2022
Q2 | $1.67M | Sell |
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|
2022
Q1 | $2M | Buy |
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|
2021
Q4 | $1.83M | Buy |
|
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|
2021
Q3 | $1.61M | Buy |
|
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|
2021
Q2 | $1.65M | Buy |
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|
2021
Q1 | $1.53M | Sell |
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|
2020
Q4 | $1.33M | Buy |
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|
2020
Q3 | $1M | Sell |
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|
2020
Q2 | $983K | Buy |
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|
2020
Q1 | $805K | Buy |
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|
2019
Q4 | $1.2M | Buy |
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