DAS
Diversify Advisory Services’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $958K | Buy |
4,728
+153
| +3% | +$31K | 0.04% | 342 |
|
|
2025
Q1 | $826K | Buy |
4,575
+15
| +0.3% | +$2.71K | 0.05% | 250 |
|
|
2024
Q4 | $890K | Sell |
4,560
-810
| -15% | -$158K | 0.05% | 247 |
|
|
2024
Q3 | $1.08M | Sell |
5,370
-1,137
| -17% | -$228K | 0.06% | 241 |
|
|
2024
Q2 | $1.17M | Buy |
6,507
+657
| +11% | +$118K | 0.06% | 215 |
|
|
2024
Q1 | $1.11M | Buy |
+5,850
| New | +$1.11M | 0.07% | 232 |
|