O'Brien 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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|
2020
Q1 | $848K | Sell |
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|
2019
Q4 | $1.85M | Sell |
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|
2019
Q3 | $2.18M | Sell |
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|
2019
Q2 | $2.64M | Sell |
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|
2019
Q1 | $3.17M | Sell |
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|
2018
Q4 | $3.15M | Sell |
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|
2018
Q3 | $4.96M | Sell |
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|
2018
Q2 | $7.18M | Sell |
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|
2018
Q1 | $7.32M | Sell |
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|
2017
Q4 | $8.13M | Sell |
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|
2017
Q3 | $8.23M | Buy |
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|
2017
Q2 | $7.67M | Buy |
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|
2017
Q1 | $6.07M | Buy |
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|
2016
Q4 | $3.74M | Buy |
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|
2016
Q3 | $1.38M | Buy |
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|
2016
Q2 | $274K | Buy |
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|
2016
Q1 | $223K | Sell |
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|
2015
Q4 | $341K | Buy |
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