IA
IFG Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $842K | Buy |
4,317
+54
| +1% | +$10.5K | 0.14% | 66 |
|
|
2025
Q1 | $794K | Buy |
4,263
+6
| +0.1% | +$1.12K | 0.15% | 63 |
|
|
2024
Q4 | $844K | Buy |
4,257
+492
| +13% | +$97.5K | 0.17% | 60 |
|
|
2024
Q3 | $756K | Buy |
3,765
+29
| +0.8% | +$5.82K | 0.16% | 61 |
|
|
2024
Q2 | $682K | Hold |
3,736
| – | – | 0.16% | 61 |
|
|
2024
Q1 | $717K | Sell |
3,736
-73
| -2% | -$14K | 0.19% | 56 |
|
|
2023
Q4 | $686K | Buy |
3,809
+2
| +0.1% | +$360 | 0.2% | 56 |
|
|
2023
Q3 | $607K | Sell |
3,807
-502
| -12% | -$80.1K | 0.22% | 53 |
|
|
2023
Q2 | $713K | Buy |
4,309
+506
| +13% | +$83.7K | 0.25% | 47 |
|
|
2023
Q1 | $604K | Buy |
3,803
+3
| +0.1% | +$476 | 0.24% | 54 |
|
|
2022
Q4 | $603K | Buy |
3,800
+2
| +0.1% | +$318 | 0.26% | 49 |
|
|
2022
Q3 | $545K | Buy |
3,798
+985
| +35% | +$141K | 0.28% | 52 |
|
|
2022
Q2 | $421K | Buy |
2,813
+357
| +15% | +$53.4K | 0.21% | 63 |
|
|
2022
Q1 | $432K | Buy |
2,456
+37
| +2% | +$6.51K | 0.19% | 74 |
|
|
2021
Q4 | $433K | Buy |
2,419
+1
| +0% | +$179 | 0.18% | 68 |
|
|
2021
Q3 | $409K | Hold |
2,418
| – | – | 0.19% | 68 |
|
|
2021
Q2 | $420K | Buy |
2,418
+73
| +3% | +$12.7K | 0.2% | 66 |
|
|
2021
Q1 | $388K | Hold |
2,345
| – | – | 0.21% | 60 |
|
|
2020
Q4 | $333K | Hold |
2,345
| – | – | 0.21% | 61 |
|
|
2020
Q3 | $260K | Hold |
2,345
| – | – | 0.18% | 71 |
|
|
2020
Q2 | $251K | Buy |
2,345
+29
| +1% | +$3.1K | 0.2% | 69 |
|
|
2020
Q1 | $206K | Buy |
+2,316
| New | +$206K | 0.2% | 79 |
|