Lindbrook Capital’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
Q1 | $1.09M | Hold |
5,865
| – | – | 0.1% | 122 |
|
2024
Q4 | $1.16M | Hold |
5,865
| – | – | 0.1% | 119 |
|
2024
Q3 | $1.18M | Hold |
5,865
| – | – | 0.1% | 130 |
|
2024
Q2 | $1.07M | Hold |
5,865
| – | – | 0.1% | 125 |
|
2024
Q1 | $1.13M | Hold |
5,865
| – | – | 0.11% | 120 |
|
2023
Q4 | $1.06M | Sell |
5,865
-2,017
| -26% | -$363K | 0.11% | 115 |
|
2023
Q3 | $1.26M | Sell |
7,882
-583
| -7% | -$93K | 0.14% | 93 |
|
2023
Q2 | $1.4M | Sell |
8,465
-350
| -4% | -$57.9K | 0.15% | 90 |
|
2023
Q1 | $1.4M | Hold |
8,815
| – | – | 0.16% | 86 |
|
2022
Q4 | $1.4M | Hold |
8,815
| – | – | 0.17% | 92 |
|
2022
Q3 | $1.26M | Hold |
8,815
| – | – | 0.21% | 63 |
|
2022
Q2 | $1.32M | Hold |
8,815
| – | – | 0.22% | 60 |
|
2022
Q1 | $1.55M | Sell |
8,815
-150
| -2% | -$26.4K | 0.24% | 57 |
|
2021
Q4 | $1.6M | Buy |
+8,965
| New | +$1.6M | 0.24% | 54 |
|