R.H. Bluestein & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.19M | Buy |
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|
2022
Q2 | $1.03M | Buy |
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|
2022
Q1 | $1.19M | Sell |
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|
2021
Q4 | $1.36M | Buy |
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|
2021
Q3 | $1.19M | Sell |
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|
2021
Q2 | $1.23M | Buy |
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|
2021
Q1 | $259K | Sell |
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|
2020
Q4 | $228K | Sell |
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|
2020
Q3 | $201K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $449K | Buy |
|