Investors Research Corp’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 | $106K | Hold |
546
| – | – | 0.02% | 374 |
|
|
2025
Q1 | $102K | Hold |
546
| – | – | 0.02% | 380 |
|
|
2024
Q4 | $108K | Hold |
546
| – | – | 0.02% | 381 |
|
|
2024
Q3 | $110K | Hold |
546
| – | – | 0.02% | 377 |
|
|
2024
Q2 | $99.7K | Buy |
546
+32
| +6% | +$5.84K | 0.02% | 398 |
|
|
2024
Q1 | $98.6K | Hold |
514
| – | – | 0.02% | 402 |
|
|
2023
Q4 | $92.5K | Hold |
514
| – | – | 0.02% | 425 |
|
|
2023
Q3 | $82K | Hold |
514
| – | – | 0.02% | 439 |
|
|
2023
Q2 | $85K | Hold |
514
| – | – | 0.02% | 438 |
|
|
2023
Q1 | $81.6K | Hold |
514
| – | – | 0.02% | 450 |
|
|
2022
Q4 | $81.6K | Hold |
514
| – | – | 0.02% | 449 |
|
|
2022
Q3 | $74K | Hold |
514
| – | – | 0.02% | 441 |
|
|
2022
Q2 | $77K | Hold |
514
| – | – | 0.02% | 449 |
|
|
2022
Q1 | $90K | Hold |
514
| – | – | 0.03% | 437 |
|
|
2021
Q4 | $92K | Hold |
514
| – | – | 0.03% | 419 |
|
|
2021
Q3 | $87K | Hold |
514
| – | – | 0.03% | 423 |
|
|
2021
Q2 | $89K | Sell |
514
-30
| -6% | -$5.2K | 0.03% | 433 |
|
|
2021
Q1 | $90K | Hold |
544
| – | – | 0.03% | 406 |
|
|
2020
Q4 | $77K | Hold |
544
| – | – | 0.03% | 454 |
|
|
2020
Q3 | $60K | Sell |
544
-544
| -50% | -$60K | 0.03% | 471 |
|
|
2020
Q2 | $106K | Buy |
1,088
+544
| +100% | +$53K | 0.05% | 351 |
|
|
2020
Q1 | $48K | Hold |
544
| – | – | 0.03% | 452 |
|
|
2019
Q4 | $75K | Hold |
544
| – | – | 0.03% | 459 |
|
|
2019
Q3 | $70K | Sell |
544
-5
| -0.9% | -$643 | 0.04% | 462 |
|
|
2019
Q2 | $72K | Hold |
549
| – | – | 0.04% | 446 |
|
|
2019
Q1 | $71K | Buy |
+549
| New | +$71K | 0.04% | 456 |
|