O'Shaughnessy Asset Management’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 | $3.12M | Buy |
|
|||||
|
2025
Q2 | $2.58M | Sell |
|
|||||
|
2025
Q1 | $2.54M | Buy |
|
|||||
|
2024
Q4 | $2.57M | Sell |
|
|||||
|
2024
Q3 | $2.68M | Buy |
|
|||||
|
2024
Q2 | $1.2M | Buy |
|
|||||
|
2024
Q1 | $1.11M | Buy |
|
|||||
|
2023
Q4 | $686K | Buy |
|
|||||
|
2023
Q3 | $564K | Sell |
|
|||||
|
2023
Q2 | $819K | Buy |
|
|||||
|
2023
Q1 | $784K | Buy |
|
|||||
|
2022
Q4 | $637K | Buy |
|
|||||
|
2022
Q3 | $493K | Buy |
|
|||||
|
2022
Q2 | $495K | Sell |
|
|||||
|
2022
Q1 | $587K | Buy |
|
|||||
|
2021
Q4 | $561K | Buy |
|
|||||
|
2021
Q3 | $515K | Hold |
|
|||||
|
2021
Q2 | $529K | Buy |
|
|||||
|
2021
Q1 | $133K | Buy |
|