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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.05M | Buy |
4,826
+1
| +0% | +$224 | 0.14% | 72 |
|
|
2025
Q4 | $1.02M | Sell |
4,825
-439
| -8% | -$91.9K | 0.15% | 71 |
|
|
2025
Q3 | $1.1M | Sell |
5,264
-9
| -0.2% | -$1.84K | 0.17% | 64 |
|
|
2025
Q2 | $1.03M | Sell |
5,273
-1,729
| -25% | -$320K | 0.17% | 66 |
|
|
2025
Q1 | $1.3M | Sell |
7,002
-2,468
| -26% | -$488K | 0.24% | 55 |
|
|
2024
Q4 | $1.88M | Sell |
9,470
-1,119
| -11% | -$230K | 0.31% | 42 |
|
|
2024
Q3 | $2.13M | Sell |
10,589
-314
| -3% | -$60.4K | 0.38% | 31 |
|
|
2024
Q2 | $1.99M | Sell |
10,903
-285
| -3% | -$52.6K | 0.37% | 29 |
|
|
2024
Q1 | $2.15M | Sell |
11,188
-1,320
| -11% | -$238K | 0.41% | 32 |
|
|
2023
Q4 | $2.25M | Buy |
12,508
+274
| +2% | +$44.7K | 0.39% | 32 |
|
|
2023
Q3 | $1.95M | Sell |
12,234
-2
| -0% | -$334 | 0.35% | 44 |
|
|
2023
Q2 | $2.02M | Buy |
12,236
+448
| +4% | +$70.5K | 0.36% | 38 |
|
|
2023
Q1 | $1.87M | Buy |
11,788
+65
| +0.6% | +$10.8K | 0.36% | 35 |
|
|
2022
Q4 | $1.86M | Sell |
11,723
-637
| -5% | -$101K | 0.4% | 29 |
|
|
2022
Q3 | $1.77M | Buy |
12,360
+10,154
| +460% | +$1.61M | 0.42% | 29 |
|
|
2022
Q2 | $331K | Buy |
2,206
+128
| +6% | +$21K | 0.08% | 159 |
|
|
2022
Q1 | $366K | Buy |
2,078
+205
| +11% | +$35.6K | 0.07% | 165 |
|
|
2021
Q4 | $335K | Buy |
1,873
+176
| +10% | +$31.3K | 0.07% | 172 |
|
|
2021
Q3 | $287K | Buy |
1,697
+1
| +0.1% | +$171 | 0.09% | 179 |
|
|
2021
Q2 | $295K | Hold |
1,696
| – | – | 0.09% | 199 |
|
|
2021
Q1 | $281K | Buy |
1,696
+16
| +1% | +$2.52K | 0.1% | 173 |
|
|
2020
Q4 | $239K | Buy |
+1,680
| New | +$217K | 0.09% | 196 |
|
|
2020
Q3 | – | Sell |
-1,990
| Closed | -$212K | – | 200 |
|
|
2020
Q2 | $212K | Buy |
+1,990
| New | +$200K | 0.15% | 179 |
|
Other funds holding VBR
AL
