Kayne Anderson Rudnick Investment Management’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 | $155K | Sell |
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|
2025
Q2 | $294K | Sell |
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|
2025
Q1 | $511K | Sell |
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|
2024
Q4 | $1.13M | Buy |
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|
2024
Q3 | $131K | Sell |
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|
2024
Q2 | $223K | Sell |
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|
2024
Q1 | $587K | Sell |
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|
2023
Q4 | $1.14M | Buy |
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|
2023
Q3 | $176K | Buy |
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|
2023
Q2 | $140K | Sell |
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|
2023
Q1 | $294K | Sell |
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|
2022
Q4 | $1.76M | Buy |
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|
2022
Q3 | $286K | Sell |
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|
2022
Q2 | $550K | Sell |
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|
2022
Q1 | $867K | Sell |
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|
2021
Q4 | $3.17M | Buy |
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|
2021
Q3 | $1.03M | Buy |
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|
2021
Q2 | $280K | Buy |
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|
2021
Q1 | $26K | Sell |
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|
2020
Q4 | $175K | Buy |
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|
2020
Q3 | $77K | Buy |
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|
2020
Q2 | $17K | Sell |
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|
2020
Q1 | $1.11M | Buy |
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|
2019
Q4 | $57K | Buy |
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|
2019
Q3 | $50K | Hold |
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|
2019
Q2 | $50K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $4.55M | Buy |
|