Sequoia Financial 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 | $16.9M | Sell |
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|
2025
Q2 | $15.9M | Sell |
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|
2025
Q1 | $26.2M | Sell |
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|
2024
Q4 | $35.9M | Buy |
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|
2024
Q3 | $2.21M | Buy |
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|
2024
Q2 | $1.89M | Buy |
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|
2024
Q1 | $1.64M | Sell |
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|
2023
Q4 | $1.55M | Buy |
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|
2023
Q3 | $949K | Sell |
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|
2023
Q2 | $1M | Buy |
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|
2023
Q1 | $945K | Sell |
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|
2022
Q4 | $951K | Buy |
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|
2022
Q3 | $328K | Sell |
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|
2022
Q2 | $349K | Sell |
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|
2022
Q1 | $1.04M | Buy |
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|
2021
Q4 | $863K | Buy |
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|
2021
Q3 | $477K | Sell |
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|
2021
Q2 | $722K | Sell |
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|
2021
Q1 | $791K | Sell |
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|
2020
Q4 | $682K | Sell |
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|
2020
Q3 | $531K | Sell |
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|
2020
Q2 | $638K | Buy |
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|
2020
Q1 | $349K | Buy |
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|
2019
Q4 | $465K | Sell |
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|
2019
Q3 | $464K | Sell |
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|
2019
Q2 | $470K | Sell |
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|
2019
Q1 | $465K | Buy |
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|
2018
Q4 | $401K | Sell |
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|
2018
Q3 | $541K | Buy |
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|
2018
Q2 | $525K | Buy |
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|
2018
Q1 | $448K | Sell |
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|
2017
Q4 | $510K | Hold |
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|
2017
Q3 | $491K | Sell |
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|
2017
Q2 | $488K | Sell |
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|
2017
Q1 | $6.76M | Buy |
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|
2016
Q4 | $6.44M | Buy |
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|
2016
Q3 | $432K | Buy |
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|
2016
Q2 | $405K | Hold |
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|
2016
Q1 | $392K | Hold |
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|
2015
Q4 | $380K | Hold |
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|
2015
Q3 | $372K | Hold |
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|
2015
Q2 | $414K | Hold |
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|
2015
Q1 | $420K | Buy |
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|
2014
Q4 | $397K | Hold |
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|
2014
Q3 | $375K | Sell |
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|
2014
Q2 | $599K | Hold |
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|
2014
Q1 | $572K | Hold |
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|
2013
Q4 | $553K | Buy |
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