Arete Wealth 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
Q2 | $563K | Sell |
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|
2025
Q1 | $983K | Sell |
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|
2024
Q4 | $1.2M | Buy |
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|
2024
Q3 | $1M | Sell |
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|
2024
Q2 | $957K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $940K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.01M | Buy |
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|
2023
Q1 | $815K | Sell |
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|
2022
Q4 | $1.24B | Sell |
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|
2022
Q3 | $1.59M | Sell |
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|
2022
Q2 | $24.6M | Buy |
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|
2022
Q1 | $27.1M | Buy |
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|
2021
Q4 | $25.9M | Buy |
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|
2021
Q3 | $23.9M | Buy |
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|
2021
Q2 | $23.7M | Sell |
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|
2021
Q1 | $22.7M | Buy |
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|
2020
Q4 | $19M | Buy |
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|
2020
Q3 | $14.8M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $9.96M | Buy |
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|
2019
Q4 | $6.65M | Buy |
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|
2019
Q3 | $1M | Sell |
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|
2019
Q2 | $1.2M | Sell |
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|
2019
Q1 | $1.21M | Buy |
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|
2018
Q4 | $976K | Buy |
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|
2018
Q3 | $1.15M | Sell |
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|
2018
Q2 | $1.14M | Sell |
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|
2018
Q1 | $1.09M | Sell |
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|
2017
Q4 | $1.14M | Buy |
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|
2017
Q3 | $955K | Buy |
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