PDS Planning’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 | $20.7M | Sell |
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|
2025
Q2 | $19.5M | Sell |
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|
2025
Q1 | $19.6M | Buy |
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|
2024
Q4 | $18.3M | Sell |
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|
2024
Q3 | $19.3M | Sell |
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|
2024
Q2 | $67.7M | Buy |
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|
2024
Q1 | $69.5M | Buy |
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|
2023
Q4 | $64.1M | Buy |
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|
2023
Q3 | $55.3M | Buy |
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|
2023
Q2 | $55.2M | Buy |
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|
2023
Q1 | $48.7M | Buy |
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|
2022
Q4 | $45.6M | Buy |
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|
2022
Q3 | $39.9M | Buy |
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|
2022
Q2 | $37.9M | Buy |
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|
2022
Q1 | $40M | Buy |
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|
2021
Q4 | $37.3M | Buy |
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|
2021
Q3 | $30.6M | Buy |
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|
2021
Q2 | $28M | Buy |
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|
2021
Q1 | $22.2M | Buy |
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|
2020
Q4 | $17.6M | Buy |
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|
2020
Q3 | $12.2M | Buy |
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|
2020
Q2 | $11.1M | Buy |
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|
2020
Q1 | $6.84M | Buy |
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|
2019
Q4 | $215K | Hold |
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|
2019
Q3 | $202K | Hold |
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|
2019
Q2 | $204K | Sell |
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|
2019
Q1 | $213K | Sell |
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|
2018
Q4 | $333K | Buy |
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|
2018
Q3 | $384K | Sell |
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|
2018
Q2 | $377K | Buy |
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|
2018
Q1 | $359K | Buy |
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|
2017
Q4 | $365K | Buy |
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