Insight Inv LLC’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 | $223K | Hold |
1,143
| – | – | 0.15% | 90 |
|
|
2025
Q1 | $213K | Hold |
1,143
| – | – | 0.15% | 93 |
|
|
2024
Q4 | $227K | Buy |
1,143
+225
| +25% | +$44.6K | 0.16% | 89 |
|
|
2024
Q3 | $184K | Hold |
918
| – | – | 0.15% | 74 |
|
|
2024
Q2 | $168K | Hold |
918
| – | – | 0.15% | 74 |
|
|
2024
Q1 | $176K | Buy |
918
+100
| +12% | +$19.2K | 0.15% | 75 |
|
|
2023
Q4 | $147K | Hold |
818
| – | – | 0.14% | 73 |
|
|
2023
Q3 | $126K | Hold |
818
| – | – | 0.14% | 70 |
|
|
2023
Q2 | $135K | Sell |
818
-20
| -2% | -$3.31K | 0.14% | 73 |
|
|
2023
Q1 | $133K | Hold |
838
| – | – | 0.14% | 73 |
|
|
2022
Q4 | $133K | Sell |
838
-98
| -10% | -$15.6K | 0.13% | 80 |
|
|
2022
Q3 | $134K | Hold |
936
| – | – | 0.15% | 81 |
|
|
2022
Q2 | $140K | Hold |
936
| – | – | 0.14% | 83 |
|
|
2022
Q1 | $165K | Sell |
936
-30
| -3% | -$5.29K | 0.15% | 83 |
|
|
2021
Q4 | $173K | Buy |
+966
| New | +$173K | 0.16% | 87 |
|