Orion Portfolio Solutions’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
Q1 | $1.09M | Buy |
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|
2024
Q4 | $907K | Buy |
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|
2024
Q3 | $860K | Sell |
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|
2024
Q2 | $1.41M | Sell |
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|
2024
Q1 | $2.06M | Buy |
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|
2023
Q4 | $1.58M | Buy |
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|
2023
Q3 | $1.31M | Sell |
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|
2023
Q2 | $1.39M | Sell |
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|
2023
Q1 | $1.39M | Buy |
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|
2022
Q4 | $1.11M | Buy |
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|
2022
Q3 | $742K | Sell |
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|
2022
Q2 | $1M | Buy |
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|
2022
Q1 | $894K | Buy |
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|
2021
Q4 | $907K | Sell |
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|
2021
Q3 | $926K | Buy |
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|
2021
Q2 | $906K | Buy |
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|
2021
Q1 | $631K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $116K | Sell |
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|
2020
Q1 | $139K | Buy |
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|
2019
Q4 | $125K | Buy |
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