AA
Aire Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $873K | Sell |
4,479
-83
| -2% | -$16.2K | 0.17% | 82 |
|
|
2025
Q1 | $850K | Sell |
4,562
-1,630
| -26% | -$304K | 0.18% | 77 |
|
|
2024
Q4 | $1.23M | Sell |
6,192
-121
| -2% | -$24K | 0.25% | 66 |
|
|
2024
Q3 | $1.27M | Buy |
6,313
+21
| +0.3% | +$4.22K | 0.28% | 60 |
|
|
2024
Q2 | $1.14M | Sell |
6,292
-1,132
| -15% | -$206K | 0.26% | 63 |
|
|
2024
Q1 | $1.43M | Buy |
7,424
+436
| +6% | +$83.8K | 0.32% | 61 |
|
|
2023
Q4 | $1.26M | Sell |
6,988
-295
| -4% | -$53.2K | 0.31% | 60 |
|
|
2023
Q3 | $1.16M | Sell |
7,283
-55
| -0.7% | -$8.77K | 0.31% | 55 |
|
|
2023
Q2 | $1.22M | Sell |
7,338
-648
| -8% | -$107K | 0.32% | 59 |
|
|
2023
Q1 | $1.27M | Sell |
7,986
-3,290
| -29% | -$522K | 0.35% | 54 |
|
|
2022
Q4 | $1.79M | Sell |
11,276
-126
| -1% | -$20K | 0.55% | 39 |
|
|
2022
Q3 | $1.64M | Buy |
11,402
+3,917
| +52% | +$562K | 0.56% | 35 |
|
|
2022
Q2 | $1.12M | Buy |
7,485
+1,765
| +31% | +$265K | 0.4% | 45 |
|
|
2022
Q1 | $1.01M | Buy |
5,720
+1,361
| +31% | +$240K | 0.36% | 48 |
|
|
2021
Q4 | $779K | Buy |
+4,359
| New | +$779K | 0.34% | 42 |
|