Waypoint Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.64M | Sell |
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|
2024
Q2 | $2.5M | Hold |
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|
2024
Q1 | $2.62M | Sell |
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|
2023
Q4 | $2.56M | Buy |
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|
2023
Q3 | $2.14M | Buy |
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|
2023
Q2 | $2.19M | Sell |
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|
2023
Q1 | $2.14M | Buy |
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|
2022
Q4 | $2.1M | Sell |
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|
2022
Q3 | $1.98M | Sell |
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|
2022
Q2 | $2.2M | Hold |
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|
2022
Q1 | $2.58M | Hold |
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|
2021
Q4 | $2.62M | Buy |
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