MYCIO Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2K | Hold |
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|
2025
Q1 | $10.7K | Hold |
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|
2024
Q4 | $11.3K | Hold |
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|
2024
Q3 | $11.4K | Buy |
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|
2024
Q2 | $10.2K | Hold |
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|
2024
Q1 | $10.8K | Hold |
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|
2023
Q4 | $10K | Buy |
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|
2023
Q3 | $8.84K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $315K | Buy |
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|
2019
Q3 | $292K | Buy |
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|
2019
Q2 | $283K | Buy |
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|
2019
Q1 | $278K | Sell |
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|
2018
Q4 | $369K | Sell |
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|
2018
Q3 | $456K | Buy |
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|
2018
Q2 | $440K | Buy |
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|
2018
Q1 | $386K | Buy |
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|
2017
Q4 | $365K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $51K | Buy |
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|
2016
Q2 | $48K | Buy |
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|
2016
Q1 | $47K | Buy |
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|
2015
Q4 | $45K | Sell |
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|
2015
Q3 | $58K | Hold |
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|
2015
Q2 | $65K | Buy |
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|
2015
Q1 | $65K | Buy |
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|
2014
Q4 | $47K | Buy |
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|
2014
Q3 | $44K | Hold |
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|
2014
Q2 | $46K | Hold |
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|
2014
Q1 | $44K | Buy |
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|
2013
Q4 | $42K | Hold |
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|
2013
Q3 | $39K | Hold |
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|
2013
Q2 | $36K | Buy |
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