Paradigm Financial Advisors’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 | $6.54M | Sell |
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2021
Q3 | $6.75M | Sell |
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|
2021
Q2 | $8.43M | Buy |
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|
2021
Q1 | $7.48M | Buy |
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|
2020
Q4 | $524K | Sell |
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|
2020
Q3 | $514K | Sell |
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|
2020
Q2 | $626K | Buy |
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|
2020
Q1 | $481K | Buy |
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|
2019
Q4 | $633K | Buy |
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|
2019
Q3 | $580K | Sell |
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|
2019
Q2 | $594K | Buy |
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|
2019
Q1 | $261K | Buy |
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|
2018
Q4 | $224K | Buy |
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|
2018
Q3 | $267K | Sell |
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|
2018
Q2 | $266K | Sell |
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|
2018
Q1 | $261K | Buy |
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|
2017
Q4 | $263K | Buy |
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|
2017
Q3 | $249K | Buy |
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|
2017
Q2 | $232K | Buy |
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|
2017
Q1 | $231K | Buy |
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|
2016
Q4 | $217K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $230K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $228K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $135K | Buy |
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|
2013
Q4 | $100K | Buy |
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