LeJeune Puetz 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $2.39M | Buy |
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|
2022
Q4 | $2.16M | Buy |
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|
2022
Q3 | $1.81M | Buy |
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|
2022
Q2 | $1.81M | Buy |
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|
2022
Q1 | $1.66M | Buy |
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|
2021
Q4 | $1.18M | Buy |
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|
2021
Q3 | $1.03M | Buy |
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|
2021
Q2 | $989K | Buy |
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|
2021
Q1 | $933K | Buy |
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|
2020
Q4 | $470K | Buy |
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|
2020
Q3 | $116K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $118K | Sell |
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|
2019
Q4 | $1.21M | Buy |
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|
2019
Q3 | $139K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $118K | Hold |
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|
2018
Q2 | $115K | Buy |
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