Sullivan, Bruyette, Speros & Blaney’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $231K | Buy |
|
|||||
|
2020
Q4 | $197K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $178K | Buy |
|
|||||
|
2019
Q4 | $165K | Sell |
|
|||||
|
2019
Q3 | $161K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $727K | Sell |
|
|||||
|
2018
Q3 | $914K | Buy |
|
|||||
|
2018
Q2 | $890K | Buy |
|
|||||
|
2018
Q1 | $848K | Buy |
|
|||||
|
2017
Q4 | $843K | Sell |
|
|||||
|
2017
Q3 | $815K | Buy |
|
|||||
|
2017
Q2 | $784K | Sell |
|
|||||
|
2017
Q1 | $827K | Buy |
|
|||||
|
2016
Q4 | $800K | Buy |
|
|||||
|
2016
Q3 | $731K | Buy |
|
|||||
|
2016
Q2 | $695K | Buy |
|