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
Q3 | $5.06M | Buy |
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2025
Q2 | $4.7M | Buy |
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|
2025
Q1 | $4.68M | Hold |
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|
2024
Q4 | $4.68M | Sell |
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|
2024
Q3 | $4.85M | Buy |
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|
2024
Q2 | $4.37M | Buy |
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|
2024
Q1 | $4.46M | Buy |
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|
2023
Q4 | $3.94M | Buy |
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|
2023
Q3 | $2.43M | Buy |
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|
2023
Q2 | $2.36M | Buy |
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|
2022
Q4 | $2.16M | Buy |
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