Alera Investment Advisors’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 | $1.27M | Buy |
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|
2024
Q2 | $1.15M | Buy |
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|
2024
Q1 | $1.2M | Hold |
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|
2023
Q4 | $1.12M | Hold |
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|
2023
Q3 | $997K | Hold |
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|
2023
Q2 | $1.03M | Hold |
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|
2023
Q1 | $992K | Hold |
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|
2022
Q4 | $993K | Sell |
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|
2022
Q3 | $899K | Hold |
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|
2022
Q2 | $939K | Hold |
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|
2022
Q1 | $1.1M | Sell |
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|
2021
Q4 | $1.13M | Buy |
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|
2021
Q3 | $1.06M | Hold |
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|
2021
Q2 | $1.09M | Sell |
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|
2021
Q1 | $1.05M | Sell |
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|
2020
Q4 | $917K | Buy |
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|
2020
Q3 | $691K | Hold |
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|
2020
Q2 | $668K | Sell |
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|
2020
Q1 | $555K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $59K | Hold |
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|
2018
Q4 | $52K | Buy |
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