Pinion Investment 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 | $213K | Sell |
|
|||||
|
2025
Q2 | $219K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $209K | Sell |
|
|||||
|
2024
Q3 | $217K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $244K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $237K | Sell |
|
|||||
|
2022
Q2 | $251K | Sell |
|
|||||
|
2022
Q1 | $311K | Sell |
|
|||||
|
2021
Q4 | $328K | Buy |
|
|||||
|
2021
Q3 | $308K | Buy |
|
|||||
|
2021
Q2 | $286K | Sell |
|
|||||
|
2021
Q1 | $276K | Sell |
|
|||||
|
2020
Q4 | $240K | Sell |
|
|||||
|
2020
Q3 | $257K | Hold |
|
|||||
|
2020
Q2 | $257K | Sell |
|
|||||
|
2020
Q1 | $236K | Buy |
|
|||||
|
2019
Q4 | $352K | Buy |
|
|||||
|
2019
Q3 | $323K | Sell |
|
|||||
|
2019
Q2 | $346K | Sell |
|
|||||
|
2019
Q1 | $383K | Buy |
|
|||||
|
2018
Q4 | $332K | Sell |
|
|||||
|
2018
Q3 | $420K | Sell |
|
|||||
|
2018
Q2 | $423K | Buy |
|
|||||
|
2018
Q1 | $390K | Buy |
|