Harel Insurance Investments & Financial Services’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $98K | Hold |
500
| – | – | ﹤0.01% | 320 |
|
2025
Q1 | $93K | Buy |
+500
| New | +$93K | ﹤0.01% | 322 |
|
2024
Q4 | – | Sell |
-500
| Closed | -$100K | – | 527 |
|
2024
Q3 | $100K | Hold |
500
| – | – | ﹤0.01% | 280 |
|
2024
Q2 | $91K | Hold |
500
| – | – | ﹤0.01% | 317 |
|
2024
Q1 | $96K | Hold |
500
| – | – | ﹤0.01% | 312 |
|
2023
Q4 | $91K | Hold |
500
| – | – | ﹤0.01% | 357 |
|
2023
Q3 | $80K | Buy |
+500
| New | +$80K | ﹤0.01% | 400 |
|
2021
Q4 | – | Sell |
-1,920
| Closed | -$325K | – | 824 |
|
2021
Q3 | $325K | Sell |
1,920
-3
| -0.2% | -$508 | 0.01% | 290 |
|
2021
Q2 | $1.08M | Sell |
1,923
-9,393
| -83% | -$5.29M | 0.02% | 308 |
|
2021
Q1 | $6.26M | Buy |
+11,316
| New | +$6.26M | 0.12% | 106 |
|