WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $2.49M | Buy |
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|
2017
Q1 | $1.4M | Sell |
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|
2016
Q4 | $2.13M | Buy |
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|
2016
Q3 | $864K | Buy |
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|
2016
Q2 | $793K | Buy |
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|
2016
Q1 | $625K | Buy |
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|
2015
Q4 | $545K | Buy |
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|
2015
Q3 | $527K | Buy |
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|
2015
Q2 | $527K | Buy |
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|
2015
Q1 | $515K | Hold |
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|
2014
Q4 | $498K | Sell |
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|
2014
Q3 | $515K | Sell |
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|
2014
Q2 | $555K | Buy |
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|
2014
Q1 | $522K | Sell |
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|
2013
Q4 | $540K | Buy |
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|
2013
Q3 | $245K | Buy |
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|
2013
Q2 | $60K | Buy |
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