Southern Wealth Management’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
Q1 | $2.91M | Buy |
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|
2022
Q4 | $2.91M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $479K | Buy |
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|
2022
Q1 | $561K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.34M | Buy |
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|
2021
Q2 | $1.36M | Buy |
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|
2021
Q1 | $1.24M | Buy |
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|
2020
Q4 | $1.06M | Buy |
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|
2020
Q3 | $817K | Buy |
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|
2020
Q2 | $786K | Hold |
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|
2020
Q1 | $653K | Sell |
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|
2019
Q4 | $2.54M | Buy |
|