Inspirion Wealth 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 | $45M | Sell |
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|
2025
Q2 | $45.2M | Sell |
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|
2025
Q1 | $43.7M | Buy |
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|
2024
Q4 | $45.9M | Buy |
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|
2024
Q3 | $45M | Buy |
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|
2024
Q2 | $40.1M | Buy |
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|
2024
Q1 | $41M | Buy |
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|
2023
Q4 | $37.5M | Buy |
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|
2023
Q3 | $32.3M | Buy |
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|
2023
Q2 | $32.8M | Buy |
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|
2023
Q1 | $30.3M | Sell |
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|
2022
Q4 | $30.3M | Sell |
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|
2022
Q3 | $29M | Buy |
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|
2022
Q2 | $29.3M | Sell |
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|
2022
Q1 | $35.8M | Buy |
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|
2021
Q4 | $34.7M | Buy |
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|
2021
Q3 | $32.4M | Buy |
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|
2021
Q2 | $31.8M | Buy |
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|
2021
Q1 | $29.4M | Buy |
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|
2020
Q4 | $23.6M | Buy |
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|
2020
Q3 | $18.1M | Buy |
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|
2020
Q2 | $12.2M | Buy |
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|
2020
Q1 | $10M | Buy |
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|
2019
Q4 | $14.7M | Buy |
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|
2019
Q3 | $13.7M | Buy |
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|
2019
Q2 | $13.7M | Buy |
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|
2019
Q1 | $13.1M | Buy |
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|
2018
Q4 | $10.8M | Sell |
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|
2018
Q3 | $14.7M | Buy |
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|
2018
Q2 | $14M | Buy |
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|
2018
Q1 | $12.8M | Buy |
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|
2017
Q4 | $12.4M | Buy |
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|
2017
Q3 | $11.9M | Buy |
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|
2017
Q2 | $11.1M | Buy |
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|
2017
Q1 | $10.2M | Buy |
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|
2016
Q4 | $8.83M | Buy |
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|
2016
Q3 | $7.74M | Buy |
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|
2016
Q2 | $7.21M | Buy |
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|
2016
Q1 | $6.7M | Buy |
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|
2015
Q4 | $6.01M | Buy |
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|
2015
Q3 | $5.74M | Buy |
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|
2015
Q2 | $6.09M | Buy |
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|
2015
Q1 | $5.58M | Buy |
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|
2014
Q4 | $3.27M | Buy |
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