Trellis Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $399K | Buy |
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|
2023
Q2 | $413K | Buy |
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|
2023
Q1 | $397K | Buy |
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|
2022
Q4 | $396K | Sell |
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|
2022
Q3 | $461K | Sell |
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|
2022
Q2 | $568K | Sell |
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|
2022
Q1 | $728K | Sell |
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|
2021
Q4 | $2.06M | Buy |
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|
2021
Q3 | $1.52M | Buy |
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|
2021
Q2 | $903K | Buy |
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|
2021
Q1 | $606K | Buy |
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|
2020
Q4 | $292K | Buy |
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