Plante Moran Financial 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
Q2 | $22.4M | Buy |
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|
2025
Q1 | $14.4M | Sell |
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|
2024
Q4 | $15.4M | Sell |
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|
2024
Q3 | $16M | Sell |
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|
2024
Q2 | $15.1M | Sell |
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|
2024
Q1 | $15.9M | Sell |
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|
2023
Q4 | $16.7M | Buy |
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|
2023
Q3 | $3.64M | Sell |
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|
2023
Q2 | $4.06M | Sell |
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|
2023
Q1 | $6.08M | Sell |
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|
2022
Q4 | $11.6M | Buy |
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|
2022
Q3 | $4.02M | Buy |
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|
2022
Q2 | $1.9M | Sell |
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|
2022
Q1 | $2.31M | Sell |
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|
2021
Q4 | $3.43M | Buy |
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|
2021
Q3 | $2.06M | Sell |
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|
2021
Q2 | $2.91M | Buy |
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|
2021
Q1 | $2.68M | Buy |
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|
2020
Q4 | $1.51M | Buy |
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|
2020
Q3 | $670K | Sell |
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|
2020
Q2 | $4.6M | Buy |
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|
2020
Q1 | $196K | Sell |
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|
2019
Q4 | $407K | Sell |
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|
2019
Q3 | $385K | Sell |
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|
2019
Q2 | $407K | Buy |
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|
2019
Q1 | $278K | Buy |
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|
2018
Q4 | $179K | Buy |
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|
2018
Q3 | $157K | Hold |
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|
2018
Q2 | $153K | Buy |
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|
2018
Q1 | $133K | Buy |
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|
2017
Q4 | $133K | Sell |
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|
2017
Q3 | $130K | Buy |
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|
2017
Q2 | $100K | Sell |
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|
2017
Q1 | $124K | Buy |
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|
2016
Q4 | $100K | Hold |
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|
2016
Q3 | $91K | Buy |
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|
2016
Q2 | $67K | Hold |
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|
2016
Q1 | $65K | Hold |
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|
2015
Q4 | $63K | Hold |
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|
2015
Q3 | $62K | Buy |
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|
2015
Q2 | $54K | Hold |
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|
2015
Q1 | $55K | Hold |
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|
2014
Q4 | $53K | Hold |
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|
2014
Q3 | $50K | Hold |
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|
2014
Q2 | $53K | Hold |
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|
2014
Q1 | $50K | Hold |
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|
2013
Q4 | $49K | Hold |
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|
2013
Q3 | $45K | Hold |
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|
2013
Q2 | $42K | Buy |
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