Capital Investment Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Buy |
1,635
+245
| +18% | +$47.8K | 0.01% | 546 |
|
|
2025
Q1 | $259K | Sell |
1,390
-2,435
| -64% | -$454K | 0.01% | 582 |
|
|
2024
Q4 | $758K | Buy |
3,825
+2,243
| +142% | +$444K | 0.02% | 349 |
|
|
2024
Q3 | $318K | Buy |
1,582
+67
| +4% | +$13.5K | 0.01% | 491 |
|
|
2024
Q2 | $277K | Sell |
1,515
-79
| -5% | -$14.4K | 0.01% | 500 |
|
|
2024
Q1 | $306K | Buy |
1,594
+411
| +35% | +$78.9K | 0.01% | 478 |
|
|
2023
Q4 | $213K | Buy |
+1,183
| New | +$213K | 0.01% | 558 |
|