USCA RIA’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
2021
Q2
$694K Buy
2021
Q1
$647K Hold
2020
Q4
$556K Hold
2020
Q3
$432K Buy
2020
Q1
Sell
2019
Q4
$218K Hold
2019
Q3
$205K Buy
2018
Q4
Sell
2018
Q3
$213K Hold
2018
Q2
$208K Buy