NewFocus Financial Group’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $5.49M | Sell |
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2020
Q3 | $4.48M | Sell |
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2020
Q2 | $4.32M | Sell |
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|
2020
Q1 | $4.06M | Buy |
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|
2019
Q4 | $1.02M | Buy |
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|
2019
Q3 | $906K | Buy |
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|
2019
Q2 | $897K | Sell |
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|
2019
Q1 | $876K | Buy |
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|
2018
Q4 | $711K | Sell |
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|
2018
Q3 | $995K | Buy |
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|
2018
Q2 | $927K | Buy |
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|
2018
Q1 | $855K | Sell |
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|
2017
Q4 | $897K | Buy |
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|
2017
Q3 | $837K | Buy |
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|
2017
Q2 | $756K | Sell |
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|
2017
Q1 | $760K | Buy |
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|
2016
Q4 | $722K | Buy |
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|
2016
Q3 | $308K | Buy |
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