AAG
VBR icon

Armstrong Advisory Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Armstrong Advisory Group’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$74.4K Hold
306
– – ﹤0.01% 378
2026
Q1 		$66.5K Hold
306
– – ﹤0.01% 372
2025
Q4 		$64.8K Hold
306
– – ﹤0.01% 370
2025
Q3 		$63.9K Hold
306
– – ﹤0.01% 366
2025
Q2 		$59.7K Buy
306
+46
+18% +$8.52K ﹤0.01% 361
2025
Q1 		$51.5K Hold
260
– – ﹤0.01% 373
2024
Q4 		$51.5K Buy
260
+6
+2% +$1.23K ﹤0.01% 373
2024
Q3 		$51K Hold
254
– – ﹤0.01% 367
2024
Q2 		$46.4K Buy
254
+40
+19% +$7.39K ﹤0.01% 365
2024
Q1 		$38.5K Hold
214
– – ﹤0.01% 375
2023
Q4 		$38.5K Hold
214
– – ﹤0.01% 375
2023
Q3 		$34.1K Sell
214
-48
-18% -$8.03K ﹤0.01% 391
2023
Q2 		$43.3K Hold
262
– – ﹤0.01% 362
2023
Q1 		$41.6K Buy
262
+5
+2% +$828 ﹤0.01% 349
2022
Q4 		$40.8K Buy
+257
New +$40.9K 0.01% 357

Other funds holding VBR

FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return