Riversedge Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Sell |
10,196
-2,508
| -20% | -$489K | 0.39% | 32 |
|
|
2025
Q1 | $2.37M | Sell |
12,704
-1,527
| -11% | -$284K | 0.53% | 29 |
|
|
2024
Q4 | $2.82M | Buy |
14,231
+1,439
| +11% | +$285K | 0.64% | 30 |
|
|
2024
Q3 | $2.57M | Buy |
12,792
+433
| +4% | +$86.9K | 0.58% | 29 |
|
|
2024
Q2 | $2.26M | Buy |
12,359
+352
| +3% | +$64.2K | 0.55% | 31 |
|
|
2024
Q1 | $2.3M | Buy |
12,007
+1,033
| +9% | +$198K | 0.57% | 28 |
|
|
2023
Q4 | $1.98M | Sell |
10,974
-1,567
| -12% | -$282K | 0.54% | 27 |
|
|
2023
Q3 | $2M | Sell |
12,541
-3,652
| -23% | -$582K | 0.59% | 25 |
|
|
2023
Q2 | $2.68M | Sell |
16,193
-230
| -1% | -$38K | 0.73% | 27 |
|
|
2023
Q1 | $2.61M | Buy |
16,423
+2,131
| +15% | +$338K | 0.76% | 29 |
|
|
2022
Q4 | $2.27M | Buy |
14,292
+6,502
| +83% | +$1.03M | 0.74% | 28 |
|
|
2022
Q3 | $1.12M | Buy |
7,790
+1,508
| +24% | +$216K | 0.4% | 35 |
|
|
2022
Q2 | $941K | Sell |
6,282
-3,498
| -36% | -$524K | 0.35% | 34 |
|
|
2022
Q1 | $1.72M | Buy |
9,780
+2,673
| +38% | +$470K | 0.56% | 27 |
|
|
2021
Q4 | $1.27M | Buy |
7,107
+1,039
| +17% | +$186K | 0.4% | 31 |
|
|
2021
Q3 | $1.03M | Buy |
+6,068
| New | +$1.03M | 0.35% | 31 |
|
|
2020
Q1 | – | Sell |
-6,397
| Closed | -$877K | – | 45 |
|
|
2019
Q4 | $877K | Buy |
6,397
+769
| +14% | +$105K | 1.04% | 18 |
|
|
2019
Q3 | $680K | Hold |
5,628
| – | – | 0.96% | 19 |
|
|
2019
Q2 | $680K | Buy |
+5,628
| New | +$680K | 0.96% | 19 |
|