Merriman Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $40.7M | Sell |
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|
2024
Q3 | $42.7M | Sell |
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|
2024
Q2 | $39.9M | Sell |
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|
2024
Q1 | $42M | Sell |
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|
2023
Q4 | $41.4M | Sell |
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|
2023
Q3 | $43.2M | Buy |
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|
2023
Q2 | $36.5M | Sell |
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|
2023
Q1 | $38M | Sell |
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|
2022
Q4 | $53.8M | Sell |
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|
2022
Q3 | $52.4M | Sell |
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|
2022
Q2 | $66.2M | Sell |
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|
2022
Q1 | $90M | Sell |
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|
2021
Q4 | $95.4M | Sell |
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|
2021
Q3 | $90.8M | Sell |
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|
2021
Q2 | $107M | Sell |
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|
2021
Q1 | $105M | Buy |
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|
2020
Q4 | $89.2M | Buy |
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|
2020
Q3 | $68.9M | Buy |
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|
2020
Q2 | $66.2M | Buy |
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|
2020
Q1 | $15.5M | Buy |
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|
2019
Q4 | $1.51M | Buy |
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|
2019
Q3 | $1.16M | Sell |
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|
2019
Q2 | $12.5K | Buy |
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|
2019
Q1 | $1.21M | Sell |
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|
2018
Q4 | $1.22M | Sell |
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|
2018
Q3 | $4.33M | Hold |
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|
2018
Q2 | $4.22M | Buy |
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|
2018
Q1 | $1.01M | Sell |
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|
2017
Q4 | $5.32M | Buy |
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|
2017
Q3 | $4.93M | Buy |
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|
2017
Q2 | $4.1M | Buy |
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|
2017
Q1 | $3.69M | Sell |
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|
2016
Q4 | $6.26M | Sell |
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|
2016
Q3 | $6.05M | Buy |
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|
2016
Q2 | $2.94M | Sell |
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|
2016
Q1 | $5.47M | Sell |
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|
2015
Q4 | $9.19M | Buy |
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|
2015
Q3 | $488K | Sell |
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|
2015
Q2 | $1.52M | Sell |
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|
2015
Q1 | $3.09M | Hold |
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|
2014
Q4 | $2.9M | Sell |
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|
2014
Q3 | $3M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $1.75M | Sell |
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|
2013
Q4 | $6.95M | Sell |
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|
2013
Q3 | $6.48M | Buy |
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|
2013
Q2 | $6M | Buy |
|