Belpointe Asset Management’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 | $4.32M | Buy |
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|
2025
Q1 | $2.34M | Buy |
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|
2024
Q4 | $1.53M | Sell |
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|
2024
Q3 | $1.58M | Buy |
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|
2024
Q2 | $1.12M | Buy |
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|
2024
Q1 | $976K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $313K | Sell |
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|
2023
Q1 | $593K | Sell |
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|
2022
Q4 | $648K | Buy |
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|
2022
Q3 | $567K | Buy |
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|
2022
Q2 | $573K | Buy |
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|
2022
Q1 | $372K | Sell |
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|
2021
Q4 | $1.29M | Sell |
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|
2021
Q3 | $1.28M | Sell |
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|
2021
Q2 | $1.62M | Sell |
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|
2021
Q1 | $2.18M | Buy |
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|
2020
Q4 | $186K | Sell |
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|
2020
Q3 | $159K | Buy |
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|
2020
Q2 | $138K | Sell |
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|
2020
Q1 | $332K | Sell |
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|
2019
Q4 | $580K | Buy |
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|
2019
Q3 | $202K | Buy |
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|
2019
Q2 | $177K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $188K | Sell |
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|
2018
Q3 | $291K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $211K | Buy |
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