Rise 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 | $43K | Sell |
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|
2025
Q2 | $47.1K | Sell |
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|
2025
Q1 | $49K | Sell |
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|
2024
Q4 | $78.9K | Sell |
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|
2024
Q3 | $224K | Buy |
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|
2024
Q2 | $202K | Hold |
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|
2024
Q1 | $212K | Sell |
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|
2023
Q4 | $227K | Sell |
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|
2023
Q3 | $211K | Sell |
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|
2023
Q2 | $527K | Sell |
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|
2023
Q1 | $509K | Buy |
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|
2022
Q4 | $501K | Sell |
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|
2022
Q3 | $664K | Buy |
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|
2022
Q2 | $691K | Sell |
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|
2022
Q1 | $812K | Sell |
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|
2021
Q4 | $834K | Buy |
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