Independent Advisor Alliance’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.33M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.76M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $1.69M | Sell |
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|
2024
Q1 | $1.78M | Sell |
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|
2023
Q4 | $3.13M | Buy |
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|
2023
Q3 | $1.46M | Buy |
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|
2023
Q2 | $1.5M | Hold |
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|
2023
Q1 | $1.44M | Sell |
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|
2022
Q4 | $1.44M | Sell |
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|
2022
Q3 | $1.3M | Buy |
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|
2022
Q2 | $1.24M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.83M | Buy |
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