Integral Investment 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 | $420K | Buy |
2,155
+570
| +36% | +$111K | 0.12% | 108 |
|
|
2025
Q1 | $295K | Buy |
1,585
+200
| +14% | +$37.2K | 0.09% | 131 |
|
|
2024
Q4 | $275K | Sell |
1,385
-50
| -3% | -$9.91K | 0.09% | 133 |
|
|
2024
Q3 | $288K | Hold |
1,435
| – | – | 0.1% | 132 |
|
|
2024
Q2 | $261K | Sell |
1,435
-35
| -2% | -$6.35K | 0.1% | 128 |
|
|
2024
Q1 | $281K | Buy |
+1,470
| New | +$281K | 0.12% | 121 |
|