AIA
Arbor Investment Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
6,394
+324
| +5% | +$63.2K | 0.16% | 37 |
|
|
2025
Q1 | $1.13M | Buy |
6,070
+13
| +0.2% | +$2.42K | 0.15% | 38 |
|
|
2024
Q4 | $1.2M | Buy |
6,057
+3
| +0% | +$595 | 0.17% | 38 |
|
|
2024
Q3 | $1.22M | Buy |
6,054
+4
| +0.1% | +$803 | 0.16% | 41 |
|
|
2024
Q2 | $1.1M | Hold |
6,050
| – | – | 0.16% | 37 |
|
|
2024
Q1 | $1.16M | Sell |
6,050
-111
| -2% | -$21.3K | 0.17% | 40 |
|
|
2023
Q4 | $1.11M | Buy |
6,161
+1,940
| +46% | +$349K | 0.17% | 40 |
|
|
2023
Q3 | $673K | Buy |
4,221
+311
| +8% | +$49.6K | 0.12% | 47 |
|
|
2023
Q2 | $647K | Buy |
3,910
+1,748
| +81% | +$289K | 0.11% | 49 |
|
|
2023
Q1 | $343K | Buy |
2,162
+9
| +0.4% | +$1.43K | 0.06% | 69 |
|
|
2022
Q4 | $342K | Buy |
2,153
+43
| +2% | +$6.83K | 0.07% | 74 |
|
|
2022
Q3 | $303K | Buy |
2,110
+55
| +3% | +$7.9K | 0.07% | 52 |
|
|
2022
Q2 | $308K | Buy |
2,055
+7
| +0.3% | +$1.05K | 0.07% | 75 |
|
|
2022
Q1 | $360K | Buy |
2,048
+13
| +0.6% | +$2.29K | 0.07% | 73 |
|
|
2021
Q4 | $364K | Buy |
2,035
+50
| +3% | +$8.94K | 0.07% | 70 |
|
|
2021
Q3 | $336K | Buy |
1,985
+6
| +0.3% | +$1.02K | 0.07% | 73 |
|
|
2021
Q2 | $344K | Sell |
1,979
-13
| -0.7% | -$2.26K | 0.07% | 75 |
|
|
2021
Q1 | $330K | Buy |
+1,992
| New | +$330K | 0.07% | 70 |
|