Avantax Planning Partners’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 | $3.72M | Sell |
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|
2025
Q2 | $3.48M | Sell |
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|
2025
Q1 | $3.35M | Sell |
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|
2024
Q4 | $3.58M | Sell |
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|
2024
Q3 | $3.78M | Sell |
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|
2024
Q2 | $3.77M | Sell |
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|
2024
Q1 | $4.49M | Sell |
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|
2023
Q4 | $4.56M | Buy |
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|
2023
Q3 | $3.62M | Buy |
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|
2023
Q2 | $3.66M | Buy |
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|
2023
Q1 | $3.51M | Sell |
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|
2022
Q4 | $3.59M | Sell |
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|
2022
Q3 | $3.73M | Buy |
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|
2022
Q2 | $3.89M | Buy |
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|
2022
Q1 | $999K | Buy |
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|
2021
Q4 | $402K | Hold |
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|
2021
Q3 | $380K | Hold |
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|
2021
Q2 | $390K | Hold |
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|
2021
Q1 | $372K | Hold |
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|
2020
Q4 | $319K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $55K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $51K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $956K | Buy |
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|
2017
Q2 | $907K | Hold |
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|
2017
Q1 | $907K | Buy |
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