Financial Advocates Investment 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
Q3 | – | Sell |
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|
2025
Q2 | $238K | Sell |
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|
2025
Q1 | $1.16M | Sell |
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|
2024
Q4 | $2.7M | Buy |
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|
2024
Q3 | $2.55M | Buy |
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|
2024
Q2 | $2.27M | Sell |
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|
2024
Q1 | $2.58M | Sell |
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|
2023
Q4 | $4.2M | Buy |
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|
2023
Q3 | $1.98M | Sell |
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|
2023
Q2 | $2.17M | Sell |
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|
2023
Q1 | $2.74M | Sell |
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|
2022
Q4 | $3.39M | Sell |
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|
2022
Q3 | $3.44M | Buy |
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|
2022
Q2 | $2.89M | Sell |
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|
2022
Q1 | $3.55M | Buy |
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|
2021
Q4 | $3.22M | Buy |
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|
2021
Q3 | $2.94M | Buy |
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|
2021
Q2 | $2.9M | Sell |
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|
2021
Q1 | $3.67M | Buy |
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|
2020
Q4 | $2.67M | Buy |
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|
2020
Q3 | $1.67M | Sell |
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|
2020
Q2 | $1.62M | Sell |
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|
2020
Q1 | $1.38M | Buy |
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|
2019
Q4 | $1.87M | Buy |
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|
2019
Q3 | $1.58M | Buy |
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|
2019
Q2 | $1.45M | Sell |
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|
2019
Q1 | $1.5M | Sell |
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|
2018
Q4 | $1.45M | Sell |
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|
2018
Q3 | $2.22M | Buy |
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|
2018
Q2 | $1.95M | Buy |
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|
2018
Q1 | $1.65M | Buy |
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|
2017
Q4 | $1.67M | Buy |
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