Acorn Financial Advisory Services’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 | $1.1M | Sell |
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|
2025
Q2 | $1.03M | Sell |
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|
2025
Q1 | $1.3M | Sell |
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|
2024
Q4 | $1.88M | Sell |
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|
2024
Q3 | $2.13M | Sell |
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|
2024
Q2 | $1.99M | Sell |
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|
2024
Q1 | $2.15M | Sell |
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|
2023
Q4 | $2.25M | Buy |
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|
2023
Q3 | $1.95M | Sell |
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|
2023
Q2 | $2.02M | Buy |
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|
2023
Q1 | $1.87M | Buy |
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|
2022
Q4 | $1.86M | Sell |
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|
2022
Q3 | $1.77M | Buy |
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|
2022
Q2 | $331K | Buy |
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|
2022
Q1 | $366K | Buy |
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|
2021
Q4 | $335K | Buy |
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|
2021
Q3 | $287K | Buy |
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|
2021
Q2 | $295K | Hold |
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|
2021
Q1 | $281K | Buy |
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|
2020
Q4 | $239K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $212K | Buy |
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