SFMG Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
Sell
2015
Q4
$323K Sell
2015
Q3
$362K Sell
2015
Q2
$617K Sell
2015
Q1
$1.87M Buy
2014
Q4
$482K Hold
2014
Q3
$458K Hold
2014
Q2
$484K Hold
2014
Q1
$467K Sell
2013
Q4
$813K Buy