TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $240K | Hold |
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|
2020
Q1 | $200K | Sell |
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|
2019
Q4 | $408K | Buy |
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|
2019
Q3 | $383K | Buy |
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|
2019
Q2 | $386K | Sell |
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|
2019
Q1 | $385K | Buy |
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|
2018
Q4 | $337K | Buy |
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|
2018
Q3 | $411K | Sell |
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|
2018
Q2 | $482K | Buy |
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|
2018
Q1 | $433K | Sell |
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|
2017
Q4 | $485K | Buy |
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