Wealthspire Advisors (Maryland)’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
Q3 | $869K | Buy |
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|
2020
Q2 | $688K | Buy |
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|
2020
Q1 | $408K | Sell |
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|
2019
Q4 | $634K | Sell |
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|
2019
Q3 | $625K | Buy |
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|
2019
Q2 | $632K | Buy |
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|
2019
Q1 | $623K | Sell |
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|
2018
Q4 | $593K | Buy |
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|
2018
Q3 | $721K | Hold |
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|
2018
Q2 | $702K | Sell |
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|
2018
Q1 | $701K | Buy |
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|
2017
Q4 | $717K | Sell |
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|
2017
Q3 | $851K | Sell |
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|
2017
Q2 | $847K | Buy |
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|
2017
Q1 | $822K | Sell |
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|
2016
Q4 | $878K | Sell |
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|
2016
Q3 | $917K | Sell |
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|
2016
Q2 | $885K | Buy |
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|
2016
Q1 | $856K | Buy |
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|
2015
Q4 | $816K | Buy |
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