Bell Investment Advisors’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
Q2 | $410K | Sell |
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|
2025
Q1 | $434K | Buy |
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|
2024
Q4 | $444K | Sell |
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|
2024
Q3 | $457K | Buy |
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|
2024
Q2 | $381K | Buy |
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|
2024
Q1 | $350K | Buy |
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|
2023
Q4 | $320K | Buy |
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|
2023
Q3 | $275K | Buy |
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|
2023
Q2 | $280K | Buy |
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|
2023
Q1 | $263K | Buy |
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|
2022
Q4 | $260K | Buy |
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|
2022
Q3 | $235K | Sell |
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|
2022
Q2 | $249K | Buy |
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|
2021
Q4 | $291K | Buy |
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|
2021
Q3 | $273K | Buy |
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