Pathstone Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $15.3M | Buy |
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|
2023
Q2 | $4.91M | Buy |
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|
2023
Q1 | $4.51M | Sell |
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|
2022
Q4 | $8.3M | Sell |
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|
2022
Q3 | $8.49M | Buy |
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|
2022
Q2 | $3.78M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $6K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $201K | Hold |
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|
2019
Q3 | $18K | Sell |
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|
2019
Q2 | $20K | Buy |
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|
2019
Q1 | $18K | Buy |
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|
2018
Q4 | $14K | Buy |
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