WealthSource Partners’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 | $632K | Sell |
|
|||||
|
2023
Q3 | $778K | Buy |
|
|||||
|
2023
Q2 | $802K | Sell |
|
|||||
|
2023
Q1 | $791K | Sell |
|
|||||
|
2022
Q4 | $799K | Sell |
|
|||||
|
2022
Q3 | $827K | Sell |
|
|||||
|
2022
Q2 | $925K | Sell |
|
|||||
|
2022
Q1 | $2.8M | Buy |
|
|||||
|
2021
Q4 | $455K | Buy |
|
|||||
|
2021
Q3 | $414K | Buy |
|
|||||
|
2021
Q2 | $404K | Buy |
|
|||||
|
2021
Q1 | $209K | Sell |
|
|||||
|
2020
Q4 | $259K | Buy |
|
|||||
|
2020
Q3 | $201K | Sell |
|
|||||
|
2020
Q2 | $206K | Sell |
|
|||||
|
2020
Q1 | $276K | Sell |
|
|||||
|
2019
Q4 | $538K | Sell |
|
|||||
|
2019
Q3 | $657K | Buy |
|
|||||
|
2019
Q2 | $543K | Buy |
|
|||||
|
2019
Q1 | $455K | Buy |
|
|||||
|
2018
Q4 | $338K | Sell |
|
|||||
|
2018
Q3 | $432K | Buy |
|