Joel Isaacson & Co’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 | $10.5M | Buy |
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|
2025
Q2 | $9.64M | Buy |
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|
2025
Q1 | $7.13M | Buy |
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|
2024
Q4 | $7.55M | Sell |
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|
2024
Q3 | $7.79M | Buy |
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|
2024
Q2 | $6.63M | Buy |
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|
2024
Q1 | $6.87M | Buy |
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|
2023
Q4 | $5.98M | Buy |
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|
2023
Q3 | $5M | Buy |
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|
2023
Q2 | $4.89M | Buy |
|
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|
2023
Q1 | $4.51M | Buy |
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|
2022
Q4 | $4.32M | Buy |
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|
2022
Q3 | $2.73M | Buy |
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|
2022
Q2 | $2.5M | Sell |
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|
2022
Q1 | $3.34M | Buy |
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|
2021
Q4 | $3.41M | Buy |
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|
2021
Q3 | $3.02M | Sell |
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|
2021
Q2 | $3.16M | Buy |
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|
2021
Q1 | $2.76M | Buy |
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|
2020
Q4 | $2.05M | Buy |
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|
2020
Q3 | $1.54M | Buy |
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|
2020
Q2 | $1.36M | Buy |
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|
2020
Q1 | $570K | Sell |
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|
2019
Q4 | $887K | Sell |
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|
2019
Q3 | $1.16M | Buy |
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|
2019
Q2 | $1.17M | Buy |
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|
2019
Q1 | $1.09M | Hold |
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|
2018
Q4 | $1.03M | Buy |
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|
2018
Q3 | $820K | Hold |
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|
2018
Q2 | $799K | Buy |
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|
2018
Q1 | $708K | Buy |
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|
2017
Q4 | $724K | Buy |
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|
2017
Q3 | $691K | Buy |
|
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|
2017
Q2 | $663K | Buy |
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|
2017
Q1 | $601K | Buy |
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|
2016
Q4 | $591K | Buy |
|
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|
2016
Q3 | $538K | Buy |
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|
2016
Q2 | $457K | Buy |
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|
2016
Q1 | $441K | Buy |
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|
2015
Q4 | $406K | Buy |
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|
2015
Q3 | $393K | Buy |
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|
2015
Q2 | $394K | Buy |
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|
2015
Q1 | $400K | Hold |
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|
2014
Q4 | $386K | Buy |
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|
2014
Q3 | $360K | Hold |
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|
2014
Q2 | $381K | Hold |
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|
2014
Q1 | $363K | Buy |
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|
2013
Q4 | $346K | Hold |
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|
2013
Q3 | $321K | Hold |
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|
2013
Q2 | $298K | Buy |
|