Stokes Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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|
2020
Q1 | $212K | Hold |
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|
2019
Q4 | $304K | Hold |
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|
2019
Q3 | $282K | Hold |
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|
2019
Q2 | $287K | Hold |
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|
2019
Q1 | $280K | Sell |
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|
2018
Q4 | $948K | Sell |
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|
2018
Q3 | $1.25M | Hold |
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|
2018
Q2 | $1.2M | Hold |
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|
2018
Q1 | $1.13M | Hold |
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|
2017
Q4 | $1.14M | Buy |
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