Brinker Capital 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 | $1.35M | Sell |
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|
2025
Q2 | $1.45M | Buy |
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|
2025
Q1 | $1.09M | Buy |
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|
2024
Q4 | $907K | Buy |
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|
2024
Q3 | $860K | Sell |
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|
2024
Q2 | $1.41M | Sell |
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|
2024
Q1 | $2.06M | Buy |
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|
2023
Q4 | $1.58M | Buy |
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|
2023
Q3 | $1.31M | Sell |
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|
2023
Q2 | $1.39M | Sell |
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|
2023
Q1 | $1.39M | Buy |
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|
2022
Q4 | $291K | Sell |
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|
2022
Q3 | $315K | Buy |
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|
2022
Q2 | $269K | Sell |
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|
2022
Q1 | $610K | Sell |
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|
2021
Q4 | $630K | Buy |
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|
2021
Q3 | $271K | Hold |
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|
2021
Q2 | $271K | Buy |
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|
2021
Q1 | $248K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $156K | Buy |
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|
2019
Q1 | $73K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $31K | Buy |
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|
2018
Q2 | $5K | Buy |
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|
2018
Q1 | $4K | Sell |
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|
2017
Q4 | $36K | Sell |
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|
2017
Q3 | $40K | Buy |
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|
2017
Q2 | $20K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $43K | Buy |
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