Mosaic Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $5.55M | Sell |
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|
2021
Q3 | $5.46M | Buy |
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|
2021
Q2 | $5.46M | Buy |
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|
2021
Q1 | $4.82M | Sell |
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|
2020
Q4 | $4.65M | Buy |
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|
2020
Q3 | $3.42M | Buy |
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|
2020
Q2 | $2.45M | Sell |
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|
2020
Q1 | $2.52M | Buy |
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|
2019
Q4 | $3.49M | Sell |
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|
2019
Q3 | $3.38M | Sell |
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|
2019
Q2 | $3.43M | Sell |
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|
2019
Q1 | $3.45M | Sell |
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|
2018
Q4 | $5.79M | Buy |
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|
2018
Q3 | $2.36M | Buy |
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|
2018
Q2 | $2.2M | Buy |
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|
2018
Q1 | $1.88M | Sell |
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|
2017
Q4 | $1.93M | Sell |
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|
2017
Q3 | $1.87M | Sell |
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|
2017
Q2 | $1.88M | Sell |
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|
2017
Q1 | $1.96M | Sell |
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|
2016
Q4 | $2.09M | Sell |
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|
2016
Q3 | $1.94M | Sell |
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|
2016
Q2 | $2.05M | Sell |
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|
2016
Q1 | $2.39M | Sell |
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|
2015
Q4 | $3.39M | Buy |
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