Marotta Asset 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
$28.8M Buy
2025
Q2
$25.9M Sell
2025
Q1
$27.5M Buy
2024
Q4
$25.7M Sell
2024
Q3
$27.5M Buy
2024
Q2
$24.4M Sell
2024
Q1
$26M Buy
2023
Q4
$24.1M Sell
2023
Q3
$21.4M Buy
2023
Q2
$22M Buy
2022
Q4
$19.4M Buy
2022
Q3
$17.1M Buy
2022
Q2
$17.8M Buy
2022
Q1
$16.8M Buy
2021
Q4
$15.3M Buy
2021
Q3
$14M Buy
2021
Q2
$14.1M Buy
2021
Q1
$13.4M Sell
2020
Q4
$11.4M Sell
2020
Q3
$9.03M Sell
2020
Q2
$12.2M Sell
2020
Q1
$9.54M Buy
2019
Q4
$15.3M Buy