Ropes Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $272K | Buy |
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|
2023
Q2 | $242K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $52K | Hold |
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|
2020
Q3 | $40K | Hold |
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|
2020
Q2 | $39K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $7K | Sell |
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|
2019
Q3 | $368K | Buy |
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|
2019
Q2 | $358K | Buy |
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|
2019
Q1 | $348K | Hold |
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|
2018
Q4 | $308K | Hold |
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|
2018
Q3 | $376K | Hold |
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|
2018
Q2 | $367K | Hold |
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|
2018
Q1 | $349K | Hold |
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|
2017
Q4 | $359K | Hold |
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|
2017
Q3 | $345K | Hold |
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|
2017
Q2 | $332K | Hold |
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|
2017
Q1 | $332K | Hold |
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|
2016
Q4 | $327K | Hold |
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|
2016
Q3 | $299K | Hold |
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|
2016
Q2 | $284K | Buy |
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