Disciplined 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 | $953K | Sell |
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|
2025
Q2 | $898K | Buy |
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|
2025
Q1 | $823K | Sell |
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|
2024
Q4 | $879K | Buy |
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|
2024
Q3 | $877K | Buy |
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|
2024
Q2 | $792K | Buy |
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|
2024
Q1 | $827K | Sell |
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|
2023
Q4 | $779K | Buy |
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|
2023
Q3 | $676K | Sell |
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|
2023
Q2 | $724K | Sell |
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|
2023
Q1 | $1.22M | Sell |
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|
2022
Q4 | $1.25M | Sell |
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|
2022
Q3 | $1.15M | Sell |
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|
2022
Q2 | $1.28M | Buy |
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|
2022
Q1 | $1.28M | Sell |
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|
2021
Q4 | $1.32M | Buy |
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|
2021
Q3 | $1.24M | Buy |
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|
2021
Q2 | $1.22M | Buy |
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|
2021
Q1 | $990K | Sell |
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|
2020
Q4 | $916K | Buy |
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|
2020
Q3 | $589K | Buy |
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|
2020
Q2 | $514K | Buy |
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|
2020
Q1 | $274K | Buy |
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|
2019
Q4 | $121K | Buy |
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