Glass Jacobson Investment Advisors’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
Q2
$4.7M Buy
2025
Q1
$4.68M Hold
2024
Q4
$4.68M Sell
2024
Q3
$4.85M Buy
2024
Q2
$4.37M Buy
2024
Q1
$4.46M Buy
2023
Q4
$3.94M Buy
2023
Q3
$2.43M Buy
2023
Q2
$2.36M Buy
2022
Q4
$2.16M Buy