Pinnacle Associates’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 | $533K | Buy |
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|
2025
Q2 | $494K | Sell |
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|
2025
Q1 | $513K | Buy |
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|
2024
Q4 | $428K | Sell |
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|
2024
Q3 | $464K | Buy |
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|
2024
Q2 | $362K | Buy |
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|
2024
Q1 | $347K | Sell |
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|
2023
Q4 | $464K | Buy |
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|
2023
Q3 | $357K | Sell |
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|
2023
Q2 | $375K | Buy |
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|
2023
Q1 | $336K | Buy |
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|
2022
Q4 | $225K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $366K | Buy |
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|
2021
Q4 | $211K | Sell |
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|
2021
Q3 | $227K | Buy |
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