SageView Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
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|
2025
Q1 | $1.12M | Buy |
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|
2024
Q4 | $1.12M | Buy |
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|
2024
Q3 | $873K | Sell |
|
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|
2024
Q2 | $942K | Sell |
|
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|
2024
Q1 | $82.4M | Buy |
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|
2023
Q4 | $797K | Sell |
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|
2023
Q3 | $842K | Sell |
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|
2023
Q2 | $1.03M | Sell |
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|
2023
Q1 | $2.97M | Sell |
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|
2022
Q4 | $3.27M | Buy |
|