Independent Advisor Alliance’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
Q1 | – | Sell |
-8,887
| Closed | -$1.76M | – | 1335 |
|
|
2024
Q4 | $1.76M | Buy |
+8,887
| New | +$1.76M | 0.02% | 545 |
|
|
2024
Q3 | – | Sell |
-9,277
| Closed | -$1.69M | – | 756 |
|
|
2024
Q2 | $1.69M | Sell |
9,277
-24
| -0.3% | -$4.38K | 0.06% | 245 |
|
|
2024
Q1 | $1.78M | Sell |
9,301
-9,148
| -50% | -$1.76M | 0.06% | 232 |
|
|
2023
Q4 | $3.13M | Buy |
18,449
+9,288
| +101% | +$1.58M | 0.11% | 155 |
|
|
2023
Q3 | $1.46M | Buy |
9,161
+90
| +1% | +$14.4K | 0.07% | 235 |
|
|
2023
Q2 | $1.5M | Hold |
9,071
| – | – | 0.07% | 246 |
|
|
2023
Q1 | $1.44M | Sell |
9,071
-2
| -0% | -$318 | 0.07% | 236 |
|
|
2022
Q4 | $1.44M | Sell |
9,073
-9
| -0.1% | -$1.43K | 0.5% | 34 |
|
|
2022
Q3 | $1.3M | Buy |
9,082
+833
| +10% | +$119K | 0.08% | 227 |
|
|
2022
Q2 | $1.24M | Buy |
+8,249
| New | +$1.24M | 0.07% | 232 |
|
|
2020
Q1 | – | Sell |
-20,658
| Closed | -$2.83M | – | 815 |
|
|
2019
Q4 | $2.83M | Buy |
+20,658
| New | +$2.83M | 0.12% | 178 |
|