Inspire 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 | $288K | Buy |
1,474
+18
| +1% | +$3.51K | 0.03% | 384 |
|
|
2025
Q1 | $271K | Sell |
1,456
-148
| -9% | -$27.6K | 0.03% | 362 |
|
|
2024
Q4 | $318K | Sell |
1,604
-507
| -24% | -$100K | 0.04% | 296 |
|
|
2024
Q3 | $424K | Sell |
2,111
-94
| -4% | -$18.9K | 0.05% | 259 |
|
|
2024
Q2 | $402K | Sell |
2,205
-632
| -22% | -$115K | 0.05% | 251 |
|
|
2024
Q1 | $544K | Sell |
2,837
-164
| -5% | -$31.5K | 0.08% | 192 |
|
|
2023
Q4 | $540K | Sell |
3,001
-11,103
| -79% | -$2M | 0.08% | 164 |
|
|
2023
Q3 | $2.25M | Buy |
14,104
+6,241
| +79% | +$995K | 0.4% | 28 |
|
|
2023
Q2 | $1.3M | Buy |
+7,863
| New | +$1.3M | 0.25% | 28 |
|
|
2021
Q1 | – | Sell |
-57
| Closed | -$8K | – | 689 |
|
|
2020
Q4 | $8K | Buy |
+57
| New | +$8K | ﹤0.01% | 551 |
|