Retirement 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $98.4K | Sell |
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|
2023
Q4 | $104K | Sell |
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|
2023
Q3 | $94K | Sell |
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|
2023
Q2 | $108K | Hold |
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|
2023
Q1 | $104K | Sell |
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|
2022
Q4 | $107K | Sell |
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|
2022
Q3 | $132K | Sell |
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|
2022
Q2 | $1.09M | Buy |
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|
2022
Q1 | $955K | Buy |
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|
2021
Q4 | $810K | Buy |
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|
2021
Q3 | $616K | Buy |
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|
2021
Q2 | $284K | Buy |
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|
2021
Q1 | $72K | Buy |
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|
2020
Q4 | $57K | Buy |
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|
2020
Q3 | $42K | Buy |
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|
2020
Q2 | $39K | Buy |
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|
2019
Q4 | $26K | Buy |
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