TrueWealth LLC’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
2020
Q2
$1.75M Sell
2020
Q1
$1.44M Buy
2019
Q4
$447K Buy
2019
Q3
$322K Buy
2019
Q2
$305K Buy
2019
Q1
$41K Buy
2018
Q4
$5K Hold
2018
Q3
$6K Hold
2018
Q2
$5K Buy