Tiedemann 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $1.33M | Buy |
|
|||||
2023
Q2 | $1.01M | Sell |
|
|||||
2023
Q1 | $1.12M | Hold |
|
|||||
2022
Q4 | $1.08M | Hold |
|
|||||
2022
Q3 | $1.01M | Hold |
|
|||||
2022
Q2 | $1.04M | Sell |
|
|||||
2022
Q1 | $1.41M | Sell |
|
|||||
2021
Q4 | $2.95M | Hold |
|
|||||
2021
Q3 | $2.86M | Buy |
|
|||||
2021
Q2 | $1.69M | Buy |
|
|||||
2021
Q1 | $1.25M | Buy |
|
|||||
2020
Q4 | $699K | Sell |
|
|||||
2020
Q3 | $691K | Sell |
|
|||||
2020
Q2 | $663K | Sell |
|
|||||
2020
Q1 | $829K | Sell |
|
|||||
2019
Q4 | $2.66M | Buy |
|
|||||
2019
Q3 | $2.14M | Buy |
|
|||||
2019
Q2 | $1.4M | Hold |
|
|||||
2019
Q1 | $1.37M | Buy |
|
|||||
2018
Q4 | $1.11M | Sell |
|
|||||
2018
Q3 | $1.43M | Buy |
|
|||||
2018
Q2 | $1.28M | Buy |
|
|||||
2017
Q2 | – | Sell |
|
|||||
2017
Q1 | $230K | Buy |
|