Insigneo Advisory Services’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 | $1.59M | Sell |
8,131
-146
| -2% | -$28.5K | 0.14% | 133 |
|
|
2025
Q1 | $1.54M | Buy |
8,277
+1,546
| +23% | +$288K | 0.16% | 123 |
|
|
2024
Q4 | $1.33M | Buy |
6,731
+1,297
| +24% | +$257K | 0.14% | 140 |
|
|
2024
Q3 | $1.09M | Buy |
5,434
+131
| +2% | +$26.3K | 0.11% | 169 |
|
|
2024
Q2 | $969K | Buy |
5,303
+2,375
| +81% | +$434K | 0.11% | 177 |
|
|
2024
Q1 | $562K | Buy |
2,928
+293
| +11% | +$56.2K | 0.07% | 242 |
|
|
2023
Q4 | $474K | Buy |
2,635
+427
| +19% | +$76.8K | 0.07% | 255 |
|
|
2023
Q3 | $352K | Sell |
2,208
-55
| -2% | -$8.77K | 0.07% | 251 |
|
|
2023
Q2 | $374K | Sell |
2,263
-462
| -17% | -$76.4K | 0.07% | 244 |
|
|
2023
Q1 | $433K | Sell |
2,725
-803
| -23% | -$127K | 0.14% | 158 |
|
|
2022
Q4 | $560K | Buy |
+3,528
| New | +$560K | 0.21% | 104 |
|