Insight Advisors’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
Q2 | $1.14M | Hold |
5,841
| – | – | 0.18% | 82 |
|
|
2025
Q1 | $1.09M | Sell |
5,841
-18
| -0.3% | -$3.35K | 0.19% | 79 |
|
|
2024
Q4 | $1.16M | Sell |
5,859
-5
| -0.1% | -$988 | 0.2% | 75 |
|
|
2024
Q3 | $1.18M | Sell |
5,864
-24
| -0.4% | -$4.82K | 0.2% | 78 |
|
|
2024
Q2 | $1.07M | Sell |
5,888
-26
| -0.4% | -$4.75K | 0.19% | 80 |
|
|
2024
Q1 | $1.13M | Hold |
5,914
| – | – | 0.22% | 80 |
|
|
2023
Q4 | $1.06M | Sell |
5,914
-64
| -1% | -$11.5K | 0.23% | 77 |
|
|
2023
Q3 | $953K | Hold |
5,978
| – | – | 0.22% | 80 |
|
|
2023
Q2 | $989K | Sell |
5,978
-117
| -2% | -$19.4K | 0.22% | 76 |
|
|
2023
Q1 | $968K | Sell |
6,095
-26
| -0.4% | -$4.13K | 0.23% | 72 |
|
|
2022
Q4 | $969K | Hold |
6,121
| – | – | 0.34% | 71 |
|
|
2022
Q3 | $878K | Buy |
6,121
+15
| +0.2% | +$2.15K | 0.35% | 78 |
|
|
2022
Q2 | $993K | Sell |
6,106
-45
| -0.7% | -$7.32K | 0.34% | 79 |
|
|
2022
Q1 | $1.08M | Sell |
6,151
-32
| -0.5% | -$5.63K | 0.32% | 87 |
|
|
2021
Q4 | $1.11M | Buy |
6,183
+69
| +1% | +$12.3K | 0.33% | 80 |
|
|
2021
Q3 | $1.12M | Sell |
6,114
-70
| -1% | -$12.8K | 0.33% | 80 |
|
|
2021
Q2 | $1.05M | Buy |
6,184
+97
| +2% | +$16.5K | 0.33% | 76 |
|
|
2021
Q1 | $1.05M | Sell |
6,087
-42
| -0.7% | -$7.23K | 0.33% | 78 |
|
|
2020
Q4 | $872K | Buy |
+6,129
| New | +$872K | 0.33% | 80 |
|