BIA
Barry Investment Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.81M | Buy |
24,530
+9
| +0% | +$1.76K | 1.2% | 22 |
|
|
2025
Q1 | $4.57M | Buy |
24,521
+35
| +0.1% | +$6.52K | 1.21% | 24 |
|
|
2024
Q4 | $4.85M | Buy |
24,486
+430
| +2% | +$85.2K | 1.56% | 20 |
|
|
2024
Q3 | $4.83M | Buy |
24,056
+1,954
| +9% | +$392K | 1.48% | 21 |
|
|
2024
Q2 | $4.06M | Buy |
22,102
+2,606
| +13% | +$478K | 1.37% | 25 |
|
|
2024
Q1 | $3.74M | Buy |
19,496
+4,050
| +26% | +$777K | 1.25% | 27 |
|
|
2023
Q4 | $2.78M | Buy |
15,446
+6,106
| +65% | +$1.1M | 0.94% | 30 |
|
|
2023
Q3 | $1.49M | Buy |
9,340
+3,613
| +63% | +$576K | 0.54% | 39 |
|
|
2023
Q2 | $947K | Buy |
+5,727
| New | +$947K | 0.32% | 50 |
|