Operose 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 | $181K | Sell |
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|
2025
Q2 | $180K | Buy |
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|
2025
Q1 | $149K | Sell |
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|
2024
Q4 | $165K | Buy |
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|
2024
Q3 | $83.2K | Buy |
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|
2024
Q2 | $30.2K | Hold |
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|
2024
Q1 | $31.8K | Sell |
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|
2023
Q4 | $42.8K | Sell |
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|
2023
Q3 | $289K | Buy |
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|
2023
Q2 | $298K | Buy |
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|
2023
Q1 | $284K | Buy |
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|
2022
Q4 | $269K | Buy |
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|
2022
Q3 | $242K | Buy |
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|
2022
Q2 | $251K | Buy |
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|
2022
Q1 | $294K | Buy |
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|
2021
Q4 | $297K | Buy |
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