NewEdge 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
Q2 | $27.8M | Buy |
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|
2025
Q1 | $26.4M | Buy |
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|
2024
Q4 | $27.9M | Sell |
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|
2024
Q3 | $32.2M | Buy |
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|
2024
Q2 | $28.6M | Buy |
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|
2024
Q1 | $28.1M | Buy |
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|
2023
Q4 | $25.6M | Buy |
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|
2023
Q3 | $21.1M | Buy |
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|
2023
Q2 | $20.5M | Buy |
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|
2023
Q1 | $17.6M | Sell |
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|
2022
Q4 | $10.7M | Buy |
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|
2022
Q3 | $12.8M | Buy |
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|
2022
Q2 | $12.2M | Sell |
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|
2022
Q1 | $14.5M | Buy |
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|
2021
Q4 | $14.1M | Buy |
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|
2021
Q3 | $8.09M | Buy |
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|
2021
Q2 | $7.39M | Buy |
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|
2021
Q1 | $6.57M | Buy |
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|
2020
Q4 | $5.53M | Buy |
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|
2020
Q3 | $4.25M | Buy |
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|
2020
Q2 | $3.96M | Buy |
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|
2020
Q1 | $1.74M | Sell |
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|
2019
Q4 | $2.92M | Sell |
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|
2019
Q3 | $2.82M | Buy |
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|
2019
Q2 | $842K | Buy |
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|
2019
Q1 | $811K | Sell |
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|
2018
Q4 | $957 | Buy |
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|
2018
Q3 | $778K | Buy |
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|
2018
Q2 | $611 | Buy |
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|
2018
Q1 | $478K | Buy |
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|
2017
Q4 | $340K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $108K | Buy |
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