Altiora Financial Group’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 | $558K | Hold |
2,860
| – | – | 0.11% | 61 |
|
|
2025
Q1 | $533K | Hold |
2,860
| – | – | 0.11% | 63 |
|
|
2024
Q4 | $567K | Sell |
2,860
-1,000
| -26% | -$198K | 0.12% | 63 |
|
|
2024
Q3 | $775K | Hold |
3,860
| – | – | 0.17% | 53 |
|
|
2024
Q2 | $705K | Sell |
3,860
-1
| -0% | -$183 | 0.17% | 52 |
|
|
2024
Q1 | $741K | Hold |
3,861
| – | – | 0.2% | 44 |
|
|
2023
Q4 | $695K | Buy |
3,861
+1,441
| +60% | +$259K | 0.2% | 43 |
|
|
2023
Q3 | $386K | Sell |
2,420
-58
| -2% | -$9.25K | 0.18% | 43 |
|
|
2023
Q2 | $410K | Buy |
2,478
+40
| +2% | +$6.62K | 0.18% | 44 |
|
|
2023
Q1 | $387K | Hold |
2,438
| – | – | 0.18% | 44 |
|
|
2022
Q4 | $387K | Buy |
+2,438
| New | +$387K | 0.19% | 43 |
|