Arkadios 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
Q3 | $5.28M | Buy |
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|
2025
Q2 | $3.55M | Buy |
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|
2025
Q1 | $3.21M | Buy |
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|
2024
Q4 | $1.42M | Buy |
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|
2024
Q3 | $1.36M | Buy |
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|
2024
Q2 | $1.2M | Sell |
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|
2024
Q1 | $4.12M | Buy |
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|
2023
Q4 | $3.18M | Buy |
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|
2023
Q3 | $2.29M | Buy |
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|
2023
Q2 | $809K | Sell |
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|
2023
Q1 | $790K | Buy |
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|
2022
Q4 | $701K | Buy |
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|
2022
Q3 | $614K | Buy |
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|
2022
Q2 | $455K | Sell |
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|
2022
Q1 | $544K | Sell |
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|
2021
Q4 | $575K | Sell |
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|
2021
Q3 | $742K | Sell |
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|
2021
Q2 | $761K | Buy |
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|
2021
Q1 | $678K | Sell |
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|
2020
Q4 | $588K | Buy |
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|
2020
Q3 | $3.57K | Hold |
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|
2020
Q2 | $3.15K | Sell |
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|
2020
Q1 | $5.35K | Buy |
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