Sullivan, Bruyette, Speros & Blaney’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $299K | Hold |
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|
2020
Q4 | $291K | Buy |
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|
2020
Q3 | $215K | Sell |
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|
2020
Q2 | $246K | Buy |
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|
2020
Q1 | $167K | Hold |
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|
2019
Q4 | $221K | Sell |
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|
2019
Q3 | $236K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $515K | Hold |
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|
2018
Q3 | $640K | Buy |
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|
2018
Q2 | $594K | Sell |
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|
2018
Q1 | $906K | Hold |
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|
2017
Q4 | $889K | Sell |
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|
2017
Q3 | $847K | Buy |
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|
2017
Q2 | $668K | Buy |
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|
2017
Q1 | $642K | Sell |
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|
2016
Q4 | $661K | Buy |
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|
2016
Q3 | $654K | Buy |
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|
2016
Q2 | $615K | Buy |
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