Insight Advisors’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 | $1.22M | Sell |
|
|||||
|
2025
Q2 | $1.14M | Hold |
|
|||||
|
2025
Q1 | $1.09M | Sell |
|
|||||
|
2024
Q4 | $1.16M | Sell |
|
|||||
|
2024
Q3 | $1.18M | Sell |
|
|||||
|
2024
Q2 | $1.07M | Sell |
|
|||||
|
2024
Q1 | $1.13M | Hold |
|
|||||
|
2023
Q4 | $1.06M | Sell |
|
|||||
|
2023
Q3 | $953K | Hold |
|
|||||
|
2023
Q2 | $989K | Sell |
|
|||||
|
2023
Q1 | $968K | Sell |
|
|||||
|
2022
Q4 | $969K | Hold |
|
|||||
|
2022
Q3 | $878K | Buy |
|
|||||
|
2022
Q2 | $993K | Sell |
|
|||||
|
2022
Q1 | $1.08M | Sell |
|
|||||
|
2021
Q4 | $1.11M | Buy |
|
|||||
|
2021
Q3 | $1.12M | Sell |
|
|||||
|
2021
Q2 | $1.05M | Buy |
|
|||||
|
2021
Q1 | $1.05M | Sell |
|
|||||
|
2020
Q4 | $872K | Buy |
|