Aaron Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $28.5M | Buy |
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|
2025
Q2 | $18.8M | Sell |
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|
2025
Q1 | $18.6M | Buy |
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|
2024
Q4 | $19.1M | Buy |
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|
2024
Q3 | $17.6M | Buy |
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|
2024
Q2 | $14M | Buy |
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|
2024
Q1 | $14.5M | Buy |
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|
2023
Q4 | $13.4M | Sell |
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|
2023
Q3 | $11.9M | Buy |
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|
2023
Q2 | $11.5M | Buy |
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|
2023
Q1 | $10.2M | Buy |
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|
2022
Q4 | $8.59M | Sell |
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|
2022
Q3 | $7.87M | Buy |
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|
2022
Q2 | $7.35M | Sell |
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|
2022
Q1 | $46.1M | Buy |
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|
2021
Q4 | $8.15M | Buy |
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|
2021
Q3 | $7.52M | Buy |
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|
2021
Q2 | $6.75M | Buy |
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|
2021
Q1 | $6.34M | Buy |
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|
2020
Q4 | $5.19M | Buy |
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