IEQ Capital’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 | $9.62M | Buy |
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|
2025
Q2 | $4.57M | Buy |
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|
2025
Q1 | $4.19M | Buy |
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|
2024
Q4 | $4M | Buy |
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|
2024
Q3 | $1.74M | Buy |
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|
2024
Q2 | $1.42M | Buy |
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|
2024
Q1 | $1.41M | Buy |
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|
2023
Q4 | $1.28M | Buy |
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|
2023
Q3 | $885K | Sell |
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|
2023
Q2 | $923K | Buy |
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|
2023
Q1 | $806K | Buy |
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|
2022
Q4 | $488K | Sell |
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|
2022
Q3 | $483K | Buy |
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|
2022
Q2 | $490K | Buy |
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|
2022
Q1 | $542K | Sell |
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|
2021
Q4 | $554K | Buy |
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|
2021
Q3 | $481K | Hold |
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|
2021
Q2 | $494K | Buy |
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