AIM
Access Investment Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.93M | Buy |
+15,000
| New | +$2.93M | 0.83% | 37 |
|
|
2024
Q4 | $2.97M | Hold |
15,000
| – | – | 0.86% | 34 |
|
|
2024
Q3 | $3.01M | Hold |
15,000
| – | – | 0.92% | 35 |
|
|
2024
Q2 | $2.74M | Hold |
15,000
| – | – | 0.89% | 34 |
|
|
2024
Q1 | $2.88M | Hold |
15,000
| – | – | 0.95% | 33 |
|
|
2023
Q4 | $2.7M | Buy |
+15,000
| New | +$2.7M | 1.01% | 32 |
|