Atomi Financial Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $11.2M | Sell |
57,208
-9,724
| -15% | -$1.9M | 0.42% | 45 |
|
2025
Q1 | $12.5M | Buy |
66,932
+51,218
| +326% | +$9.54M | 0.57% | 36 |
|
2024
Q4 | $3.11M | Buy |
15,714
+10,773
| +218% | +$2.13M | 0.16% | 107 |
|
2024
Q3 | $992K | Sell |
4,941
-3,131
| -39% | -$629K | 0.06% | 248 |
|
2024
Q2 | $1.47M | Buy |
8,072
+533
| +7% | +$97.3K | 0.11% | 151 |
|
2024
Q1 | $1.45M | Buy |
7,539
+737
| +11% | +$141K | 0.13% | 141 |
|
2023
Q4 | $1.22M | Buy |
6,802
+632
| +10% | +$114K | 0.17% | 118 |
|
2023
Q3 | $984K | Buy |
6,170
+1,792
| +41% | +$286K | 0.33% | 83 |
|
2023
Q2 | $724K | Buy |
4,378
+432
| +11% | +$71.5K | 0.33% | 91 |
|
2023
Q1 | $626K | Buy |
+3,946
| New | +$626K | 0.35% | 84 |
|