IDA
Intelligence Driven Advisers’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Sell |
1,189
-26
| -2% | -$5.07K | 0.04% | 107 |
|
|
2025
Q1 | $226K | Buy |
1,215
+34
| +3% | +$6.34K | 0.04% | 87 |
|
|
2024
Q4 | $234K | Buy |
1,181
+6
| +0.5% | +$1.19K | 0.04% | 92 |
|
|
2024
Q3 | $236K | Buy |
1,175
+12
| +1% | +$2.41K | 0.03% | 96 |
|
|
2024
Q2 | $212K | Buy |
+1,163
| New | +$212K | 0.03% | 98 |
|
|
2020
Q1 | – | Sell |
-3,097
| Closed | -$425K | – | 94 |
|
|
2019
Q4 | $425K | Sell |
3,097
-79
| -2% | -$10.8K | 0.19% | 55 |
|
|
2019
Q3 | $409K | Sell |
3,176
-148
| -4% | -$19.1K | 0.19% | 57 |
|
|
2019
Q2 | $434K | Sell |
3,324
-220
| -6% | -$28.7K | 0.21% | 65 |
|
|
2019
Q1 | $456K | Buy |
3,544
+957
| +37% | +$123K | 0.25% | 58 |
|
|
2018
Q4 | $295K | Buy |
+2,587
| New | +$295K | 0.19% | 77 |
|