Kovack Advisors’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
Q2 | $890K | Sell |
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|
2025
Q1 | $855K | Buy |
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|
2024
Q4 | $802K | Buy |
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|
2024
Q3 | $806K | Buy |
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|
2024
Q2 | $711K | Sell |
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|
2024
Q1 | $751K | Buy |
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|
2023
Q4 | $633K | Sell |
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|
2023
Q3 | $567K | Buy |
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|
2023
Q2 | $572K | Sell |
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|
2023
Q1 | $563K | Sell |
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|
2022
Q4 | $695K | Sell |
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|
2022
Q3 | $679K | Sell |
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|
2022
Q2 | $843K | Sell |
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|
2022
Q1 | $1.09M | Buy |
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|
2021
Q4 | $1.11M | Sell |
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|
2021
Q3 | $1.09M | Sell |
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|
2021
Q2 | $2.15M | Buy |
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|
2021
Q1 | $1.87M | Buy |
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|
2020
Q4 | $1.56M | Buy |
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|
2020
Q3 | $439K | Buy |
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|
2020
Q2 | $322K | Sell |
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|
2020
Q1 | $272K | Buy |
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|
2019
Q4 | $411K | Buy |
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|
2019
Q3 | $339K | Sell |
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|
2019
Q2 | $423K | Buy |
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|
2019
Q1 | $410K | Buy |
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|
2018
Q4 | $299K | Buy |
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|
2018
Q3 | $344K | Sell |
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|
2018
Q2 | $337K | Sell |
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|
2018
Q1 | $339K | Sell |
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|
2017
Q4 | $377K | Buy |
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|
2017
Q3 | $329K | Buy |
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|
2017
Q2 | $294K | Buy |
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|
2017
Q1 | $281K | Hold |
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|
2016
Q4 | $277K | Buy |
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|
2016
Q3 | $233K | Buy |
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|
2016
Q2 | $210K | Sell |
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|
2016
Q1 | $209K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $255K | Buy |
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|
2015
Q1 | $248K | Buy |
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|
2014
Q4 | $228K | Buy |
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