Rockbridge Investment Management’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 | $4.69M | Sell |
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|
2025
Q1 | $4.51M | Sell |
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|
2024
Q4 | $5.03M | Sell |
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|
2024
Q3 | $5.57M | Sell |
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|
2024
Q2 | $5.35M | Sell |
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|
2024
Q1 | $5.67M | Sell |
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|
2023
Q4 | $5.47M | Sell |
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|
2023
Q3 | $5.06M | Sell |
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|
2023
Q2 | $5.29M | Sell |
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|
2023
Q1 | $5.13M | Sell |
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|
2022
Q4 | $5.18M | Sell |
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|
2022
Q3 | $5.35M | Sell |
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|
2022
Q2 | $5.7M | Sell |
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|
2022
Q1 | $9.4M | Sell |
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|
2021
Q4 | $9.58M | Buy |
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|
2021
Q3 | $7.43M | Buy |
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|
2021
Q2 | $7.62M | Sell |
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|
2021
Q1 | $7.66M | Sell |
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|
2020
Q4 | $6.99M | Sell |
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|
2020
Q3 | $5.67M | Sell |
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|
2020
Q2 | $5.56M | Buy |
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