Accredited Investors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $345K | Sell |
1,768
-348
| -16% | -$67.9K | 0.02% | 179 |
|
|
2025
Q1 | $394K | Buy |
2,116
+101
| +5% | +$18.8K | 0.02% | 146 |
|
|
2024
Q4 | $399K | Hold |
2,015
| – | – | 0.02% | 153 |
|
|
2024
Q3 | $405K | Hold |
2,015
| – | – | 0.02% | 149 |
|
|
2024
Q2 | $368K | Hold |
2,015
| – | – | 0.02% | 146 |
|
|
2024
Q1 | $387K | Hold |
2,015
| – | – | 0.02% | 141 |
|
|
2023
Q4 | $363K | Hold |
2,015
| – | – | 0.03% | 141 |
|
|
2023
Q3 | $321K | Buy |
2,015
+72
| +4% | +$11.5K | 0.02% | 137 |
|
|
2023
Q2 | $321K | Hold |
1,943
| – | – | 0.02% | 141 |
|
|
2023
Q1 | $308K | Sell |
1,943
-51
| -3% | -$8.1K | 0.02% | 145 |
|
|
2022
Q4 | $317K | Sell |
1,994
-15
| -0.7% | -$2.38K | 0.03% | 135 |
|
|
2022
Q3 | $288K | Hold |
2,009
| – | – | 0.03% | 138 |
|
|
2022
Q2 | $301K | Sell |
2,009
-7
| -0.3% | -$1.05K | 0.04% | 139 |
|
|
2022
Q1 | $355K | Buy |
+2,016
| New | +$355K | 0.03% | 134 |
|