IPG 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 | $433K | Hold |
2,211
| – | – | 0.08% | 116 |
|
|
2025
Q1 | $412K | Buy |
2,211
+1,137
| +106% | +$212K | 0.09% | 109 |
|
|
2024
Q4 | $213K | Buy |
+1,074
| New | +$213K | 0.05% | 158 |
|
|
2021
Q2 | – | Sell |
-1,785
| Closed | -$296K | – | 219 |
|
|
2021
Q1 | $296K | Hold |
1,785
| – | – | 0.06% | 150 |
|
|
2020
Q4 | $254K | Buy |
+1,785
| New | +$254K | 0.06% | 137 |
|