Advisory Services & Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $239K | Hold |
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|
2024
Q2 | $217K | Hold |
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|
2024
Q1 | $228K | Hold |
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|
2023
Q4 | $214K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $202K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $340K | Sell |
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|
2022
Q3 | $569K | Sell |
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|
2022
Q2 | $2.46M | Sell |
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|
2022
Q1 | $10.4M | Sell |
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|
2021
Q4 | $10.6M | Sell |
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|
2021
Q3 | $10.1M | Buy |
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|
2021
Q2 | $10.2M | Sell |
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|
2021
Q1 | $9.8M | Buy |
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