Wimmer Associates 1’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $213K | Sell |
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|
2021
Q2 | $222K | Buy |
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|
2021
Q1 | $209K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $587K | Buy |
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|
2019
Q3 | $512K | Hold |
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|
2019
Q2 | $521K | Hold |
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|
2019
Q1 | $508K | Sell |
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|
2018
Q4 | $447K | Hold |
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|
2018
Q3 | $551K | Hold |
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|
2018
Q2 | $527K | Buy |
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|
2018
Q1 | $474K | Hold |
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|
2017
Q4 | $477K | Sell |
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|
2017
Q3 | $512K | Sell |
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|
2017
Q2 | $500K | Sell |
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|
2017
Q1 | $525K | Buy |
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