Global Retirement Partners’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 | $2.43M | Buy |
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|
2025
Q2 | $2.17M | Buy |
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|
2024
Q4 | $1.79M | Buy |
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|
2024
Q3 | $1.78M | Buy |
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|
2024
Q2 | $1.55M | Sell |
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|
2024
Q1 | $1.69M | Sell |
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|
2023
Q4 | $1.55M | Sell |
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|
2023
Q3 | $1.42M | Sell |
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|
2023
Q2 | $1.63M | Sell |
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|
2023
Q1 | $1.54M | Buy |
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|
2022
Q4 | $1.31M | Sell |
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|
2022
Q3 | $1.38M | Buy |
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|
2022
Q2 | $1.05M | Buy |
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|
2022
Q1 | $1.09M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.03M | Buy |
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|
2021
Q2 | $1.04M | Buy |
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|
2021
Q1 | $623K | Buy |
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|
2020
Q4 | $528K | Sell |
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|
2020
Q3 | $412K | Buy |
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|
2020
Q2 | $332K | Buy |
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|
2020
Q1 | $252K | Buy |
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|
2019
Q4 | $328K | Sell |
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|
2019
Q3 | $329K | Buy |
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|
2019
Q2 | $307K | Buy |
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|
2019
Q1 | $266K | Buy |
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|
2018
Q4 | $179K | Sell |
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|
2018
Q3 | $229K | Buy |
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|
2018
Q2 | $109K | Sell |
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|
2018
Q1 | $136K | Buy |
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|
2017
Q4 | $86K | Buy |
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|
2017
Q3 | $39K | Hold |
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|
2017
Q2 | $37K | Buy |
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|
2017
Q1 | $32K | Buy |
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|
2016
Q4 | $31K | Buy |
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