Surevest’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $171K | Buy |
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|
2022
Q2 | $178K | Buy |
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|
2022
Q1 | $209K | Buy |
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|
2021
Q4 | $212K | Buy |
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|
2021
Q3 | $200K | Sell |
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|
2021
Q2 | $206K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $223K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $417K | Sell |
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|
2019
Q4 | $811K | Sell |
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|
2019
Q3 | $828K | Sell |
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|
2019
Q2 | $886K | Sell |
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|
2019
Q1 | $1.14M | Sell |
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|
2018
Q4 | $1.12M | Buy |
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