Relative Value Partners Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $677K | Sell |
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|
2024
Q1 | $8.99M | Sell |
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|
2023
Q4 | $9.36M | Sell |
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|
2023
Q3 | $12.5M | Sell |
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|
2023
Q2 | $17.5M | Buy |
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|
2023
Q1 | $16.4M | Buy |
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|
2022
Q4 | $15.2M | Buy |
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|
2022
Q3 | $13.3M | Buy |
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|
2022
Q2 | $14.1M | Buy |
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|
2022
Q1 | $11.5M | Buy |
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|
2021
Q4 | $10.8M | Buy |
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|
2021
Q3 | $8.14M | Buy |
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|
2021
Q2 | $5.72M | Buy |
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|
2021
Q1 | $3.51M | Buy |
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|
2020
Q4 | $1.65M | Buy |
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|
2020
Q3 | $680K | Buy |
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|
2020
Q2 | $644K | Buy |
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|
2020
Q1 | $504K | Buy |
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|
2019
Q4 | $250K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $196K | Buy |
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