Shepherd Kaplan Krochuk’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
2019
Q3
Sell
2019
Q2
$201K Sell
2019
Q1
$721K Sell
2018
Q4
$665K Sell
2018
Q3
$2.29M Buy
2018
Q2
$1.23M Buy