Mason Investment Advisory Services’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 | $58.7M | Buy |
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|
2025
Q2 | $54.8M | Sell |
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|
2025
Q1 | $52.7M | Buy |
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|
2024
Q4 | $56M | Buy |
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|
2024
Q3 | $56.7M | Sell |
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|
2024
Q2 | $52M | Buy |
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|
2024
Q1 | $54M | Buy |
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|
2023
Q4 | $50.6M | Sell |
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|
2023
Q3 | $45.3M | Sell |
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|
2023
Q2 | $48.7M | Sell |
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|
2023
Q1 | $46.8M | Sell |
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|
2022
Q4 | $63.1M | Sell |
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|
2022
Q3 | $57.2M | Sell |
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|
2022
Q2 | $61.4M | Sell |
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|
2022
Q1 | $72.1M | Sell |
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|
2021
Q4 | $73.6M | Sell |
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|
2021
Q3 | $69.9M | Sell |
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|
2021
Q2 | $71.8M | Sell |
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|
2021
Q1 | $69.4M | Sell |
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|
2020
Q4 | $62.1M | Sell |
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|
2020
Q3 | $48.6M | Sell |
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|
2020
Q2 | $47.2M | Sell |
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|
2020
Q1 | $39.5M | Buy |
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|
2019
Q4 | $60.5M | Sell |
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|
2019
Q3 | $57.3M | Sell |
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|
2019
Q2 | $58.2M | Sell |
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|
2019
Q1 | $57.5M | Buy |
|