Wellesley Investment Partners’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $205K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $219K | Sell |
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|
2019
Q1 | $222K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $236K | Sell |
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|
2018
Q2 | $237K | Buy |
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|
2018
Q1 | $209K | Sell |
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|
2017
Q4 | $234K | Sell |
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|
2017
Q3 | $225K | Sell |
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|
2017
Q2 | $222K | Hold |
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|
2017
Q1 | $219K | Sell |
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|
2016
Q4 | $213K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $225K | Sell |
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|
2016
Q1 | $221K | Hold |
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|
2015
Q4 | $219K | Buy |
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