Dynamic Advisor Solutions’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 | $1.42M | Sell |
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|
2025
Q2 | $1.33M | Buy |
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|
2025
Q1 | $1.23M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.19M | Sell |
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|
2024
Q2 | $1.19M | Sell |
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|
2024
Q1 | $1.43M | Sell |
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|
2023
Q4 | $1.42M | Buy |
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|
2023
Q3 | $1.11M | Sell |
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|
2023
Q2 | $1.2M | Sell |
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|
2023
Q1 | $1.18M | Buy |
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|
2022
Q4 | $1.13M | Sell |
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|
2022
Q3 | $1.12M | Buy |
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|
2022
Q2 | $1.02M | Buy |
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|
2022
Q1 | $968K | Buy |
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|
2021
Q4 | $933K | Buy |
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|
2021
Q3 | $677K | Buy |
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|
2021
Q2 | $627K | Buy |
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|
2021
Q1 | $564K | Sell |
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|
2020
Q4 | $487K | Sell |
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|
2020
Q3 | $535K | Buy |
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|
2020
Q2 | $420K | Buy |
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|
2020
Q1 | $332K | Buy |
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|
2019
Q4 | $497K | Sell |
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|
2019
Q3 | $468K | Buy |
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|
2019
Q2 | $426K | Buy |
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|
2019
Q1 | $367K | Sell |
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|
2018
Q4 | $367K | Sell |
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|
2018
Q3 | $440K | Buy |
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|
2018
Q2 | $399K | Buy |
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|
2018
Q1 | $350K | Buy |
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|
2017
Q4 | $301K | Buy |
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|
2017
Q3 | $260K | Sell |
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|
2017
Q2 | $267K | Buy |
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|
2017
Q1 | $244K | Buy |
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|
2016
Q4 | $208K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $231K | Hold |
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|
2014
Q4 | $223K | Sell |
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|
2014
Q3 | $257K | Buy |
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|
2014
Q2 | $253K | Buy |
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