Mutual 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
Q3 | $1.86M | Sell |
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|
2025
Q2 | $2M | Buy |
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|
2025
Q1 | $1.69M | Buy |
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|
2024
Q4 | $1.43M | Buy |
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|
2024
Q3 | $1.39M | Buy |
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|
2024
Q2 | $1.36M | Buy |
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|
2024
Q1 | $1.29M | Buy |
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|
2023
Q4 | $1.16M | Hold |
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|
2023
Q3 | $1.02M | Sell |
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|
2023
Q2 | $1.07M | Sell |
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|
2023
Q1 | $1.13M | Sell |
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|
2022
Q4 | $1.21M | Buy |
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|
2022
Q3 | $965K | Buy |
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|
2022
Q2 | $775K | Sell |
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|
2022
Q1 | $3.15M | Buy |
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|
2021
Q4 | $937K | Sell |
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|
2021
Q3 | $942K | Sell |
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|
2021
Q2 | $1.07M | Buy |
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|
2021
Q1 | $1.01M | Sell |
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|
2020
Q4 | $953K | Buy |
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|
2020
Q3 | $725K | Buy |
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|
2020
Q2 | $376K | Sell |
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|
2020
Q1 | $1.37M | Buy |
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|
2019
Q4 | $2.04M | Buy |
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|
2019
Q3 | $795K | Sell |
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|
2019
Q2 | $1.25M | Buy |
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|
2019
Q1 | $374K | Buy |
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|
2018
Q4 | $306K | Buy |
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|
2018
Q3 | $337K | Buy |
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|
2018
Q2 | $301K | Buy |
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