IHT Wealth Management’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 | $4.9M | Buy |
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|
2025
Q2 | $4.39M | Buy |
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|
2025
Q1 | $4.19M | Sell |
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|
2024
Q4 | $4.69M | Sell |
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|
2024
Q3 | $4.77M | Sell |
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|
2024
Q2 | $4.37M | Buy |
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|
2024
Q1 | $4.58M | Sell |
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|
2023
Q4 | $4.47M | Sell |
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|
2023
Q3 | $4.28M | Buy |
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|
2023
Q2 | $4.04M | Sell |
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|
2023
Q1 | $4.21M | Buy |
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|
2022
Q4 | $4.1M | Buy |
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|
2022
Q3 | $3.57M | Buy |
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|
2022
Q2 | $3.35M | Buy |
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|
2022
Q1 | $3.9M | Buy |
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|
2021
Q4 | $3.81M | Buy |
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|
2021
Q3 | $3.46M | Buy |
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|
2021
Q2 | $3.3M | Sell |
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|
2021
Q1 | $3.22M | Buy |
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|
2020
Q4 | $2.68M | Sell |
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|
2020
Q3 | $2.11M | Buy |
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|
2020
Q2 | $1.99M | Buy |
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|
2020
Q1 | $1.65M | Buy |
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|
2019
Q4 | $1.2M | Buy |
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|
2019
Q3 | $1.03M | Sell |
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|
2019
Q2 | $1.05M | Buy |
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|
2019
Q1 | $758K | Sell |
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|
2018
Q4 | $709K | Buy |
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|
2018
Q3 | $806K | Buy |
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|
2018
Q2 | $750K | Buy |
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|
2018
Q1 | $511K | Sell |
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|
2017
Q4 | $578K | Buy |
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|
2017
Q3 | $396K | Buy |
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|
2017
Q2 | $37 | Buy |
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|
2017
Q1 | $267K | Sell |
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|
2016
Q4 | $284K | Buy |
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