Financial Gravity Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $247K | Hold |
1,138
| – | – | 0.04% | 144 |
|
|
2025
Q4 | $241K | Buy |
1,138
+968
| +569% | +$203K | 0.05% | 118 |
|
|
2025
Q3 | $35.5K | Buy |
+170
| New | +$34.8K | 0.01% | 339 |
|
|
2025
Q1 | $48.5K | Buy |
+260
| New | +$51.4K | 0.01% | 309 |
|
|
2024
Q2 | $93.7K | Sell |
513
-1,059
| -67% | -$196K | 0.02% | 190 |
|
|
2024
Q1 | $291K | Buy |
1,572
+721
| +85% | +$130K | 0.04% | 156 |
|
|
2023
Q4 | $1.01M | Buy |
851
+845
| +14,083% | +$138K | 0.01% | 369 |
|
|
2023
Q3 | $857K | Buy |
+6
| New | +$1K | 0.01% | 377 |
|
|
2022
Q1 | – | Sell |
-186
| Closed | -$32 | – | 1016 |
|
|
2021
Q4 | $32 | Sell |
186
-28
| -13% | -$4.98K | ﹤0.01% | 763 |
|
|
2021
Q3 | $37K | Hold |
214
| – | – | 0.02% | 664 |
|
|
2021
Q2 | $37K | Buy |
214
+3
| +1% | +$520 | 0.01% | 662 |
|
|
2021
Q1 | $35 | Hold |
211
| – | – | ﹤0.01% | 597 |
|
|
2020
Q4 | $30K | Buy |
+211
| New | +$27.2K | 0.03% | 107 |
|
|
2020
Q2 | – | Sell |
-159
| Closed | -$14 | – | 886 |
|
|
2020
Q1 | $14 | Buy |
159
+3
| +2% | +$364 | ﹤0.01% | 1030 |
|
|
2019
Q4 | $21K | Sell |
156
-28
| -15% | -$3.71K | 0.01% | 998 |
|
|
2019
Q3 | $24K | Hold |
184
| – | – | 0.02% | 427 |
|
|
2019
Q2 | $24K | Hold |
184
| – | – | 0.02% | 457 |
|
|
2019
Q1 | $24K | Buy |
+184
| New | +$23.4K | 0.02% | 416 |
|
|
2018
Q3 | $23K | Buy |
184
+141
| +328% | +$19.8K | 0.02% | 456 |
|
|
2018
Q2 | $6K | Hold |
43
| – | – | 0.01% | 713 |
|
|
2018
Q1 | $6K | Buy |
+43
| New | +$5.7K | 0.01% | 698 |
|
Other funds holding VBR
AL
