Advisornet Financial’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Advisornet Financial’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.83M	Sell	14,499 -587	-4%	-$114K	0.18%	112
2025 Q1	$2.81M	Sell	15,086 -71	-0.5%	-$13.2K	0.21%	101
2024 Q4	$3M	Sell	15,157 -20	-0.1%	-$3.96K	0.25%	90
2024 Q3	$3.05M	Sell	15,177 -563	-4%	-$113K	0.23%	103
2024 Q2	$2.87M	Sell	15,740 -481	-3%	-$87.8K	0.26%	95
2024 Q1	$3.11M	Sell	16,221 -8,855	-35%	-$1.7M	0.3%	80
2023 Q4	$4.51M	Buy	25,076 +726	+3%	+$131K	0.42%	51
2023 Q3	$3.88M	Buy	24,350 +2,041	+9%	+$326K	0.35%	69
2023 Q2	$3.69M	Buy	22,309 +1,639	+8%	+$271K	0.32%	84
2023 Q1	$3.28M	Buy	20,670 +955	+5%	+$152K	0.3%	83
2022 Q4	$3.13M	Buy	19,715 +1,232	+7%	+$196K	0.31%	78
2022 Q3	$2.65M	Buy	18,483 +192	+1%	+$27.5K	0.26%	96
2022 Q2	$2.74M	Buy	18,291 +2,380	+15%	+$357K	0.27%	96
2022 Q1	$2.8M	Buy	15,911 +1,230	+8%	+$216K	0.17%	118
2021 Q4	$2.63M	Buy	14,681 +9,566	+187%	+$1.71M	0.16%	124
2021 Q3	$866K	Buy	5,115 +2,859	+127%	+$484K	0.06%	255
2021 Q2	$392K	Buy	2,256 +99	+5%	+$17.2K	0.03%	426
2021 Q1	$357K	Buy	2,157 +9	+0.4%	+$1.49K	0.03%	423
2020 Q4	$306K	Sell	2,148 -2,669	-55%	-$380K	0.02%	421
2020 Q3	$533K	Sell	4,817 -17	-0.4%	-$1.88K	0.05%	328
2020 Q2	$517K	Sell	4,834 -952	-16%	-$102K	0.04%	334
2020 Q1	$514K	Buy	5,786 +2,599	+82%	+$231K	0.05%	299
2019 Q4	$437K	Sell	3,187 -117	-4%	-$16K	0.04%	357
2019 Q3	$426K	Sell	3,304 -464	-12%	-$59.8K	0.04%	358
2019 Q2	$492K	Sell	3,768 -231	-6%	-$30.2K	0.05%	304
2019 Q1	$515K	Sell	3,999 -123	-3%	-$15.8K	0.06%	273
2018 Q4	$470K	Sell	4,122 -2,703	-40%	-$308K	0.06%	255
2018 Q3	$951K	Buy	6,825 +2,108	+45%	+$294K	0.12%	163
2018 Q2	$641K	Buy	4,717 +1,032	+28%	+$140K	0.09%	202
2018 Q1	$477K	Buy	3,685 +1,010	+38%	+$131K	0.07%	234
2017 Q4	$355K	Buy	+2,675	New	+$355K	0.05%	249