First Heartland Consultants’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 | $254K | Sell |
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|
2025
Q2 | $304K | Buy |
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|
2025
Q1 | $290K | Sell |
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|
2024
Q4 | $330K | Sell |
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|
2024
Q3 | $378K | Sell |
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|
2024
Q2 | $346 | Sell |
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|
2024
Q1 | $758K | Buy |
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|
2023
Q4 | $246K | Sell |
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|
2023
Q3 | $221K | Buy |
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|
2023
Q2 | $226K | Buy |
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|
2023
Q1 | $213K | Sell |
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|
2022
Q4 | $214K | Sell |
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|
2022
Q3 | $201 | Buy |
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|
2022
Q2 | $210K | Sell |
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|
2022
Q1 | $252K | Sell |
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|
2021
Q4 | $260 | Sell |
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|
2021
Q3 | $266K | Sell |
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|
2021
Q2 | $341K | Sell |
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|
2021
Q1 | $336K | Sell |
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|
2020
Q4 | $289K | Sell |
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|
2020
Q3 | $255K | Sell |
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|
2020
Q2 | $254K | Sell |
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|
2020
Q1 | $236K | Sell |
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|
2019
Q4 | $426K | Sell |
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|
2019
Q3 | $543K | Sell |
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|
2019
Q2 | $574K | Sell |
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|
2019
Q1 | $1.31M | Sell |
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|
2018
Q4 | $1.34M | Sell |
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|
2018
Q3 | $1.64M | Hold |
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|
2018
Q2 | $1.6M | Sell |
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|
2018
Q1 | $1.64M | Sell |
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|
2017
Q4 | $1.9M | Sell |
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|
2017
Q3 | $1.93M | Sell |
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|
2017
Q2 | $2.02M | Sell |
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|
2017
Q1 | $2.18M | Buy |
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|
2016
Q4 | $1.97M | Buy |
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|
2016
Q3 | $215K | Buy |
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