Proficio Capital Partners’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 | – | Sell |
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|
2025
Q1 | $444K | Sell |
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|
2024
Q4 | $656K | Hold |
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|
2024
Q3 | $665K | Sell |
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|
2024
Q2 | $1.42M | Sell |
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|
2024
Q1 | $1.51M | Hold |
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|
2023
Q4 | $1.41M | Hold |
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|
2023
Q3 | $1.25M | Buy |
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|
2023
Q2 | $1.29M | Sell |
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|
2023
Q1 | $2.64M | Buy |
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|
2022
Q4 | $766K | Hold |
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|
2022
Q3 | $691K | Sell |
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|
2022
Q2 | $1.48M | Sell |
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|
2022
Q1 | $2.16M | Sell |
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|
2021
Q4 | $3.8M | Buy |
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|
2021
Q3 | $2.32M | Sell |
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|
2021
Q2 | $5.4M | Buy |
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|
2021
Q1 | $2.54M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $111K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $36K | Buy |
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