EA
Efficient Advisors’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 | $119M | Buy |
610,689
+42,794
| +8% | +$8.35M | 7.09% | 1 |
|
|
2025
Q1 | $106M | Buy |
567,895
+15,376
| +3% | +$2.86M | 6.89% | 1 |
|
|
2024
Q4 | $109M | Sell |
552,519
-27,704
| -5% | -$5.49M | 7.05% | 1 |
|
|
2024
Q3 | $116M | Sell |
580,223
-5,245
| -0.9% | -$1.05M | 7.31% | 1 |
|
|
2024
Q2 | $107M | Sell |
585,468
-12,217
| -2% | -$2.23M | 6.93% | 1 |
|
|
2024
Q1 | $115M | Sell |
597,685
-4,846
| -0.8% | -$930K | 7.36% | 1 |
|
|
2023
Q4 | $108M | Sell |
602,531
-29,879
| -5% | -$5.38M | 7.32% | 1 |
|
|
2023
Q3 | $101M | Sell |
632,410
-17,205
| -3% | -$2.74M | 6.83% | 3 |
|
|
2023
Q2 | $107M | Buy |
649,615
+58,993
| +10% | +$9.76M | 7.02% | 1 |
|
|
2023
Q1 | $93.8M | Buy |
590,622
+18,437
| +3% | +$2.93M | 6.53% | 3 |
|
|
2022
Q4 | $90.9M | Buy |
572,185
+13,922
| +2% | +$2.21M | 9.23% | 1 |
|
|
2022
Q3 | $80.1M | Sell |
558,263
-5,287
| -0.9% | -$758K | 6.97% | 3 |
|
|
2022
Q2 | $84.4M | Buy |
563,550
+2,417
| +0.4% | +$362K | 7.05% | 3 |
|
|
2022
Q1 | $98.7M | Sell |
561,133
-58,850
| -9% | -$10.4M | 7.53% | 1 |
|
|
2021
Q4 | $111M | Buy |
619,983
+103,738
| +20% | +$18.6M | 7.86% | 1 |
|
|
2021
Q3 | $87.4M | Buy |
516,245
+113,226
| +28% | +$19.2M | 8.35% | 2 |
|
|
2021
Q2 | $70M | Buy |
403,019
+4,418
| +1% | +$767K | 8.68% | 2 |
|
|
2021
Q1 | $66M | Sell |
398,601
-19,122
| -5% | -$3.17M | 9.05% | 2 |
|
|
2020
Q4 | $59.4M | Sell |
417,723
-7,117
| -2% | -$1.01M | 9.07% | 2 |
|
|
2020
Q3 | $47M | Sell |
424,840
-3,523
| -0.8% | -$390K | 8.63% | 3 |
|
|
2020
Q2 | $45.8M | Buy |
428,363
+31,246
| +8% | +$3.34M | 8.48% | 3 |
|
|
2020
Q1 | $35.3M | Buy |
397,117
+47,793
| +14% | +$4.24M | 7.38% | 4 |
|
|
2019
Q4 | $47.9M | Buy |
349,324
+23,636
| +7% | +$3.24M | 8.33% | 3 |
|
|
2019
Q3 | $42M | Buy |
325,688
+12,661
| +4% | +$1.63M | 7.67% | 3 |
|
|
2019
Q2 | $40.9M | Buy |
313,027
+5,373
| +2% | +$701K | 7.14% | 4 |
|
|
2019
Q1 | $39.6M | Buy |
307,654
+152
| +0% | +$19.6K | 6.92% | 4 |
|
|
2018
Q4 | $35.1M | Buy |
307,502
+11,006
| +4% | +$1.26M | 6.53% | 4 |
|
|
2018
Q3 | $41.3M | Sell |
296,496
-10,345
| -3% | -$1.44M | 7.07% | 5 |
|
|
2018
Q2 | $41.7M | Sell |
306,841
-2,708
| -0.9% | -$368K | 7.09% | 4 |
|
|
2018
Q1 | $40.1M | Buy |
309,549
+229
| +0.1% | +$29.6K | 6.76% | 5 |
|
|
2017
Q4 | $41.1M | Buy |
309,320
+211
| +0.1% | +$28K | 6.84% | 5 |
|
|
2017
Q3 | $39.5M | Sell |
309,109
-10
| -0% | -$1.28K | 6.79% | 5 |
|
|
2017
Q2 | $38M | Sell |
309,119
-7,171
| -2% | -$881K | 5.59% | 7 |
|
|
2017
Q1 | $38.9M | Sell |
316,290
-10,575
| -3% | -$1.3M | 5.44% | 7 |
|
|
2016
Q4 | $39.6M | Sell |
326,865
-21,473
| -6% | -$2.6M | 5.66% | 7 |
|
|
2016
Q3 | $38.5M | Buy |
348,338
+32,825
| +10% | +$3.63M | 5.67% | 6 |
|
|
2016
Q2 | $33.2M | Sell |
315,513
-3,256
| -1% | -$343K | 5.28% | 6 |
|
|
2016
Q1 | $32.5M | Sell |
318,769
-2,859
| -0.9% | -$291K | 5.84% | 6 |
|
|
2015
Q4 | $31.8M | Buy |
321,628
+3,119
| +1% | +$308K | 6.93% | 6 |
|
|
2015
Q3 | $30.8M | Sell |
318,509
-6,244
| -2% | -$605K | 6.9% | 6 |
|
|
2015
Q2 | $35M | Sell |
324,753
-3,604
| -1% | -$389K | 7.31% | 6 |
|
|
2015
Q1 | $35.9M | Buy |
328,357
+3,970
| +1% | +$434K | 7.65% | 6 |
|
|
2014
Q4 | $34.3M | Buy |
324,387
+220
| +0.1% | +$23.3K | 7.85% | 6 |
|
|
2014
Q3 | $32.3M | Sell |
324,167
-3,085
| -0.9% | -$308K | 7.48% | 6 |
|
|
2014
Q2 | $34.5M | Sell |
327,252
-14,886
| -4% | -$1.57M | 7.87% | 6 |
|
|
2014
Q1 | $34.4M | Buy |
342,138
+4,913
| +1% | +$494K | 8.31% | 6 |
|
|
2013
Q4 | $32.8M | Buy |
337,225
+2,383
| +0.7% | +$232K | 7.95% | 6 |
|
|
2013
Q3 | $30.2M | Sell |
334,842
-1,560
| -0.5% | -$141K | 7.75% | 6 |
|
|
2013
Q2 | $28.2M | Buy |
+336,402
| New | +$28.2M | 7.86% | 6 |
|