DT Investment Partners’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 | – | Sell |
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|
2025
Q2 | $10.7K | Hold |
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|
2025
Q1 | $10.2K | Hold |
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|
2024
Q4 | $10.9K | Hold |
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|
2024
Q3 | $11K | Hold |
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|
2024
Q2 | $10K | Sell |
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|
2024
Q1 | $24.4K | Buy |
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|
2023
Q4 | $9.87K | Hold |
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|
2023
Q3 | $8.77K | Hold |
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|
2023
Q2 | $9.57K | Sell |
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|
2023
Q1 | $87.1K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $224K | Buy |
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