Ally Invest Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.17M | Buy |
16,279
+639
| +4% | +$125K | 0.25% | 24 |
|
|
2025
Q1 | $2.91M | Buy |
15,640
+1,600
| +11% | +$298K | 0.25% | 23 |
|
|
2024
Q4 | $2.78M | Buy |
14,040
+2,157
| +18% | +$427K | 0.24% | 24 |
|
|
2024
Q3 | $2.39M | Buy |
11,883
+3,111
| +35% | +$625K | 0.21% | 24 |
|
|
2024
Q2 | $1.6M | Buy |
8,772
+1,033
| +13% | +$189K | 0.15% | 28 |
|
|
2024
Q1 | $1.48M | Buy |
7,739
+1,223
| +19% | +$235K | 0.15% | 25 |
|
|
2023
Q4 | $1.17M | Buy |
6,516
+1,358
| +26% | +$244K | 0.12% | 29 |
|
|
2023
Q3 | $823K | Buy |
5,158
+1,629
| +46% | +$260K | 0.1% | 31 |
|
|
2023
Q2 | $584K | Buy |
3,529
+1,045
| +42% | +$173K | 0.07% | 32 |
|
|
2023
Q1 | $394K | Buy |
2,484
+701
| +39% | +$111K | 0.05% | 32 |
|
|
2022
Q4 | $283K | Buy |
+1,783
| New | +$283K | 0.04% | 30 |
|