Atria Investments’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 | $22.2M | Buy |
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|
2025
Q2 | $20.1M | Sell |
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|
2025
Q1 | $21M | Sell |
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|
2024
Q4 | $22.6M | Buy |
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|
2024
Q3 | $22.3M | Sell |
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|
2024
Q2 | $32.4M | Sell |
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|
2024
Q1 | $39.7M | Buy |
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|
2023
Q4 | $36.7M | Buy |
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|
2023
Q3 | $4.76M | Buy |
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|
2023
Q2 | $4.4M | Sell |
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|
2023
Q1 | $6.8M | Sell |
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|
2022
Q4 | $10.2M | Buy |
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|
2022
Q3 | $9.04M | Buy |
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|
2022
Q2 | $7.72M | Buy |
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|
2022
Q1 | $5.5M | Sell |
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|
2021
Q4 | $11.2M | Buy |
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|
2021
Q3 | $7.04M | Buy |
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|
2021
Q2 | $6.84M | Buy |
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|
2021
Q1 | $6.48M | Buy |
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|
2020
Q4 | $5.25M | Buy |
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|
2020
Q3 | $4.05M | Buy |
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|
2020
Q2 | $3.46M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.29M | Buy |
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|
2019
Q3 | $1.13M | Sell |
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|
2019
Q2 | $1.09M | Sell |
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|
2019
Q1 | $1.27M | Sell |
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|
2018
Q4 | $1.23M | Sell |
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|
2018
Q3 | $1.84M | Buy |
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|
2018
Q2 | $1.31M | Buy |
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|
2018
Q1 | $840K | Buy |
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|
2017
Q4 | $853K | Sell |
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|
2017
Q3 | $1.09M | Buy |
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|
2017
Q2 | $888K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $581K | Buy |
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