Ameritas Advisory Services’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 | $2.96M | Sell |
15,175
-2,833
| -16% | -$552K | 0.15% | 139 |
|
|
2025
Q1 | $3.46M | Sell |
18,008
-3,889
| -18% | -$747K | 0.14% | 150 |
|
|
2024
Q4 | $4.34M | Buy |
21,897
+2,730
| +14% | +$541K | 0.15% | 134 |
|
|
2024
Q3 | $3.85M | Sell |
19,167
-1,465
| -7% | -$294K | 0.17% | 134 |
|
|
2024
Q2 | $3.77M | Buy |
20,632
+1,582
| +8% | +$289K | 0.14% | 150 |
|
|
2024
Q1 | $3.57M | Sell |
19,050
-6,479
| -25% | -$1.21M | 0.15% | 140 |
|
|
2023
Q4 | $4.6M | Sell |
25,529
-1,036
| -4% | -$187K | 0.25% | 88 |
|
|
2023
Q3 | $4.21M | Buy |
26,565
+19,913
| +299% | +$3.16M | 0.21% | 96 |
|
|
2023
Q2 | $1.09M | Sell |
6,652
-16,709
| -72% | -$2.75M | 0.14% | 166 |
|
|
2023
Q1 | $3.69M | Buy |
23,361
+6,872
| +42% | +$1.08M | 0.19% | 107 |
|
|
2022
Q4 | $2.62M | Sell |
16,489
-4,263
| -21% | -$677K | 0.12% | 174 |
|
|
2022
Q3 | $2.98M | Buy |
20,752
+3,866
| +23% | +$554K | 0.18% | 117 |
|
|
2022
Q2 | $2.53M | Sell |
16,886
-1,746
| -9% | -$262K | 0.15% | 147 |
|
|
2022
Q1 | $3.28M | Buy |
18,632
+2,062
| +12% | +$363K | 0.12% | 137 |
|
|
2021
Q4 | $2.96M | Buy |
+16,570
| New | +$2.96M | 0.11% | 157 |
|