Merit Financial Group’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 | $33.5M | Sell |
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|
2025
Q2 | $33.1M | Buy |
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|
2025
Q1 | $6.08M | Sell |
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|
2024
Q4 | $10.8M | Buy |
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|
2024
Q3 | $10.2M | Buy |
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|
2024
Q2 | $8.72M | Sell |
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|
2024
Q1 | $9.07M | Buy |
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|
2023
Q4 | $7.96M | Buy |
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|
2023
Q3 | $5.93M | Buy |
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|
2023
Q2 | $5.41M | Buy |
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|
2023
Q1 | $4.3M | Sell |
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|
2022
Q4 | $4.35M | Sell |
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|
2022
Q3 | $4.6M | Sell |
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|
2022
Q2 | $10.9M | Buy |
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|
2022
Q1 | $8.05M | Buy |
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|
2021
Q4 | $330K | Buy |
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|
2021
Q3 | $289K | Buy |
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|
2021
Q2 | $280K | Hold |
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|
2021
Q1 | $267K | Sell |
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|
2020
Q4 | $234K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $285K | Buy |
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