Apriem 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 | $989K | Buy |
5,070
+1,824
| +56% | +$356K | 0.11% | 86 |
|
|
2025
Q1 | $605K | Buy |
3,246
+1,323
| +69% | +$246K | 0.07% | 100 |
|
|
2024
Q4 | $381K | Buy |
1,923
+623
| +48% | +$123K | 0.04% | 122 |
|
|
2024
Q3 | $261K | Buy |
+1,300
| New | +$261K | 0.03% | 149 |
|
|
2017
Q2 | – | Sell |
-25
| Closed | -$3K | – | 530 |
|
|
2017
Q1 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 569 |
|