Empirical Wealth Management’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
Q2 | $25.9M | Buy |
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|
2025
Q1 | $23M | Buy |
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|
2024
Q4 | $23M | Sell |
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|
2024
Q3 | $23.9M | Buy |
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|
2024
Q2 | $21.2M | Sell |
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|
2024
Q1 | $22.4M | Sell |
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|
2023
Q4 | $21.3M | Sell |
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|
2023
Q3 | $19.7M | Sell |
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|
2023
Q2 | $22.2M | Sell |
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|
2023
Q1 | $25M | Buy |
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|
2022
Q4 | $23.8M | Buy |
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|
2022
Q3 | $18.9M | Buy |
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|
2022
Q2 | $18M | Sell |
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|
2022
Q1 | $22.7M | Buy |
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|
2021
Q4 | $20.6M | Buy |
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|
2021
Q3 | $18M | Buy |
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|
2021
Q2 | $17.9M | Buy |
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|
2021
Q1 | $13.8M | Buy |
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|
2020
Q4 | $10.8M | Buy |
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|
2020
Q3 | $7.13M | Buy |
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|
2020
Q2 | $5.6M | Buy |
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|
2020
Q1 | $4.29M | Buy |
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|
2019
Q4 | $3.35M | Buy |
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|
2019
Q3 | $2.52M | Buy |
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|
2019
Q2 | $1.76M | Buy |
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|
2019
Q1 | $744K | Buy |
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|
2018
Q4 | $496K | Buy |
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|
2018
Q3 | $266K | Buy |
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|
2018
Q2 | $259K | Buy |
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|
2018
Q1 | $212K | Buy |
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|
2017
Q4 | $217K | Sell |
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|
2017
Q3 | $219K | Sell |
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|
2017
Q2 | $293K | Sell |
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|
2017
Q1 | $518K | Buy |
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|
2016
Q4 | $388K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $249K | Buy |
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