Aptus Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $523K | Buy |
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|
2025
Q2 | $488K | Buy |
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|
2025
Q1 | $438K | Buy |
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|
2024
Q4 | $439K | Buy |
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|
2024
Q3 | $389K | Buy |
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|
2024
Q2 | $314K | Sell |
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|
2024
Q1 | $1.44M | Buy |
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|
2023
Q4 | $1.29M | Sell |
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|
2023
Q3 | $1.41M | Buy |
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|
2023
Q2 | $1.02M | Buy |
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|
2023
Q1 | $967K | Buy |
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|
2022
Q4 | $108K | Buy |
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|
2022
Q3 | $13K | Sell |
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|
2022
Q2 | $100K | Buy |
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|
2022
Q1 | $19K | Sell |
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|
2021
Q4 | $22K | Buy |
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|
2021
Q3 | $13K | Sell |
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|
2021
Q2 | $15K | Buy |
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|
2021
Q1 | $12K | Hold |
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|
2020
Q4 | $10K | Hold |
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|
2020
Q3 | $8K | Hold |
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|
2020
Q2 | $7K | Buy |
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