Aspiriant LLC’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 | $319M | Buy |
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|
2025
Q2 | $289M | Sell |
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|
2025
Q1 | $287M | Buy |
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|
2024
Q4 | $243M | Buy |
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|
2024
Q3 | $173M | Buy |
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|
2024
Q2 | $150M | Buy |
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|
2024
Q1 | $145M | Buy |
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|
2023
Q4 | $135M | Buy |
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|
2023
Q3 | $116M | Buy |
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|
2023
Q2 | $120M | Buy |
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|
2023
Q1 | $115M | Sell |
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|
2022
Q4 | $116M | Sell |
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|
2022
Q3 | $112M | Sell |
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|
2022
Q2 | $120M | Sell |
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|
2022
Q1 | $146M | Sell |
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|
2021
Q4 | $153M | Sell |
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|
2021
Q3 | $153M | Sell |
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|
2021
Q2 | $207M | Buy |
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|
2021
Q1 | $183M | Buy |
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|
2020
Q4 | $154M | Buy |
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|
2020
Q3 | $45.9M | Buy |
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|
2020
Q2 | $43.7M | Sell |
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|
2020
Q1 | $39M | Buy |
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|
2019
Q4 | $46.1M | Buy |
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|
2019
Q3 | $29.7M | Buy |
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|
2019
Q2 | $200K | Sell |
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|
2019
Q1 | $228K | Sell |
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|
2018
Q4 | $223K | Buy |
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|
2018
Q3 | $201K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $227K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $256K | Sell |
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|
2016
Q3 | $540K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $1.09M | Buy |
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|
2015
Q2 | $884K | Buy |
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|
2015
Q1 | $601K | Sell |
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|
2014
Q4 | $679K | Buy |
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|
2014
Q3 | $423K | Hold |
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|
2014
Q2 | $448K | Sell |
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|
2014
Q1 | $828K | Sell |
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|
2013
Q4 | $906K | Buy |
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|
2013
Q3 | $388K | Sell |
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|
2013
Q2 | $779K | Buy |
|