Evensky & Katz’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 | $293K | Buy |
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|
2025
Q2 | $273K | Sell |
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|
2025
Q1 | $268K | Buy |
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|
2024
Q4 | $283K | Buy |
|
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|
2024
Q3 | $286K | Sell |
|
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|
2024
Q2 | $281K | Sell |
|
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|
2024
Q1 | $314K | Buy |
|
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|
2023
Q4 | $276K | Sell |
|
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|
2023
Q3 | $246K | Buy |
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|
2023
Q2 | $251K | Sell |
|
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|
2023
Q1 | $246K | Sell |
|
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|
2022
Q4 | $250K | Buy |
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|
2022
Q3 | $194K | Sell |
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|
2022
Q2 | $217K | Hold |
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|
2022
Q1 | $255K | Buy |
|
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|
2021
Q4 | $258K | Sell |
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|
2021
Q3 | $257K | Buy |
|
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|
2021
Q2 | $263K | Sell |
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|
2021
Q1 | $294K | Sell |
|
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|
2020
Q4 | $337K | Sell |
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|
2020
Q3 | $270K | Buy |
|
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|
2020
Q2 | $260K | Buy |
|
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|
2020
Q1 | $192K | Sell |
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|
2019
Q4 | $540K | Sell |
|
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|
2019
Q3 | $945K | Buy |
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|
2019
Q2 | $948K | Buy |
|
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|
2019
Q1 | $933K | Hold |
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|
2018
Q4 | $826K | Buy |
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|
2018
Q3 | $966K | Sell |
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|
2018
Q2 | $968K | Sell |
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|
2018
Q1 | $988K | Buy |
|