Roffman Miller Associates’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 | $497K | Sell |
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|
2025
Q2 | $519K | Sell |
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|
2025
Q1 | $515K | Sell |
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|
2024
Q4 | $552K | Sell |
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|
2024
Q3 | $590K | Sell |
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|
2024
Q2 | $550K | Buy |
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|
2024
Q1 | $560K | Sell |
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|
2023
Q4 | $538K | Buy |
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|
2023
Q3 | $470K | Buy |
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|
2023
Q2 | $341K | Sell |
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|
2023
Q1 | $445K | Buy |
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|
2022
Q4 | $442K | Buy |
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|
2022
Q3 | $398K | Buy |
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|
2022
Q2 | $412K | Buy |
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|
2022
Q1 | $482K | Buy |
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|
2021
Q4 | $489K | Buy |
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|
2021
Q3 | $460K | Buy |
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|
2021
Q2 | $470K | Buy |
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|
2021
Q1 | $447K | Sell |
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|
2020
Q4 | $397K | Buy |
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|
2020
Q3 | $294K | Sell |
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|
2020
Q2 | $286K | Sell |
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|
2020
Q1 | $250K | Sell |
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|
2019
Q4 | $389K | Buy |
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|
2019
Q3 | $363K | Sell |
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|
2019
Q2 | $436K | Sell |
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|
2019
Q1 | $429K | Buy |
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|
2018
Q4 | $368K | Buy |
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|
2018
Q3 | $331K | Buy |
|