Williams Jones & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $1.96M | Sell |
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|
2019
Q1 | $2.02M | Sell |
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|
2018
Q4 | $1.75M | Buy |
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|
2018
Q3 | $2.02M | Sell |
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|
2018
Q2 | $2.04M | Buy |
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|
2018
Q1 | $1.86M | Buy |
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|
2017
Q4 | $1.86M | Buy |
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|
2017
Q3 | $1.66M | Buy |
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|
2017
Q2 | $1.59M | Sell |
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|
2017
Q1 | $1.59M | Buy |
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|
2016
Q4 | $1.42M | Sell |
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|
2016
Q3 | $1.57M | Buy |
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|
2016
Q2 | $1.46M | Buy |
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|
2016
Q1 | $1.03M | Sell |
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|
2015
Q4 | $1.64M | Sell |
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|
2015
Q3 | $1.66M | Sell |
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|
2015
Q2 | $9.64M | Buy |
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|
2015
Q1 | $9.01M | Buy |
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|
2014
Q4 | $7.92M | Buy |
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|
2014
Q3 | $679K | Sell |
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|
2014
Q2 | $758K | Sell |
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|
2014
Q1 | $1.54M | Sell |
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|
2013
Q4 | $1.76M | Sell |
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|
2013
Q3 | $2.47M | Buy |
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|
2013
Q2 | $307K | Buy |
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