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Fiducient 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 | $20.7M | Buy |
105,438
+48,861
| +86% | +$9.57M | 2.53% | 10 |
|
|
2025
Q1 | $10.5M | Buy |
56,577
+427
| +0.8% | +$79.5K | 1.32% | 18 |
|
|
2024
Q4 | $11.1M | Sell |
56,150
-5,869
| -9% | -$1.16M | 1.37% | 20 |
|
|
2024
Q3 | $12.5M | Buy |
62,019
+55,315
| +825% | +$11.1M | 1.44% | 19 |
|
|
2024
Q2 | $1.23M | Buy |
+6,704
| New | +$1.23M | 0.17% | 53 |
|
|
2022
Q4 | – | Sell |
-1,520
| Closed | -$218K | – | 176 |
|
|
2022
Q3 | $218K | Sell |
1,520
-3,049
| -67% | -$437K | 0.1% | 57 |
|
|
2022
Q2 | $685K | Buy |
4,569
+3,049
| +201% | +$457K | 0.26% | 36 |
|
|
2022
Q1 | $267K | Hold |
1,520
| – | – | 0.1% | 55 |
|
|
2021
Q4 | $272K | Hold |
1,520
| – | – | 0.08% | 50 |
|
|
2021
Q3 | $257K | Hold |
1,520
| – | – | 0.08% | 86 |
|
|
2021
Q2 | $264K | Buy |
+1,520
| New | +$264K | 0.08% | 67 |
|
|
2021
Q1 | – | Sell |
-1,520
| Closed | -$216K | – | 87 |
|
|
2020
Q4 | $216K | Buy |
+1,520
| New | +$216K | 0.08% | 75 |
|