Windsor Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $6.24M | Sell |
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|
2023
Q2 | $7.02M | Sell |
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|
2023
Q1 | $7.11M | Sell |
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|
2022
Q4 | $7.46M | Sell |
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|
2022
Q3 | $6.82M | Buy |
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|
2022
Q2 | $6.2M | Buy |
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|
2022
Q1 | $750K | Buy |
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|
2021
Q4 | $376K | Buy |
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|
2021
Q3 | $311K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $216K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $207K | Hold |
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|
2019
Q1 | $203K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $264K | Sell |
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|
2018
Q2 | $261K | Sell |
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|
2018
Q1 | $268K | Buy |
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|
2017
Q4 | $255K | Buy |
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