NewFocus Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $904K | Sell |
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|
2020
Q3 | $718K | Sell |
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|
2020
Q2 | $751K | Sell |
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|
2020
Q1 | $5.31M | Sell |
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|
2019
Q4 | $15.8M | Sell |
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|
2019
Q3 | $14.9M | Sell |
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|
2019
Q2 | $15.5M | Buy |
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|
2019
Q1 | $14.6M | Buy |
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|
2018
Q4 | $6.46M | Buy |
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|
2018
Q3 | $5.17M | Sell |
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|
2018
Q2 | $5.08M | Buy |
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|
2018
Q1 | $4.76M | Sell |
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|
2017
Q4 | $4.92M | Sell |
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|
2017
Q3 | $4.74M | Sell |
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|
2017
Q2 | $4.57M | Sell |
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|
2017
Q1 | $4.88M | Sell |
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|
2016
Q4 | $4.82M | Sell |
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|
2016
Q3 | $7.95M | Buy |
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|
2016
Q2 | $7.38M | Sell |
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|
2016
Q1 | $11.2M | Buy |
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|
2015
Q4 | $9.44M | Sell |
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|
2015
Q3 | $9.83M | Buy |
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|
2015
Q2 | $5.61M | Buy |
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|
2015
Q1 | $5.52M | Buy |
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|
2014
Q4 | $380K | Buy |
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