Simon Quick 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 | $1.52M | Sell |
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|
2025
Q2 | $1.43M | Sell |
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|
2025
Q1 | $1.36M | Sell |
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|
2024
Q4 | $1.48M | Sell |
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|
2024
Q3 | $1.71M | Sell |
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|
2024
Q2 | $1.72M | Buy |
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|
2024
Q1 | $1.8M | Sell |
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|
2023
Q4 | $1.75M | Sell |
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|
2023
Q3 | $1.56M | Sell |
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|
2023
Q2 | $1.63M | Buy |
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|
2023
Q1 | $1.57M | Buy |
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|
2022
Q4 | $1.56M | Sell |
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|
2022
Q3 | $1.64M | Sell |
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|
2022
Q2 | $1.89M | Buy |
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|
2022
Q1 | $864K | Buy |
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|
2021
Q4 | $631K | Buy |
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|
2021
Q3 | $586K | Buy |
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|
2021
Q2 | $598K | Buy |
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|
2021
Q1 | $261K | Buy |
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|
2020
Q4 | $224K | Buy |
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|
2020
Q3 | $173K | Buy |
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|
2020
Q2 | $166K | Sell |
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|
2020
Q1 | $265K | Sell |
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|
2019
Q4 | $425K | Buy |
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|
2019
Q3 | $227K | Sell |
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|
2019
Q2 | $354K | Sell |
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|
2019
Q1 | $550K | Buy |
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|
2018
Q4 | $442K | Sell |
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|
2018
Q3 | $670K | Buy |
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|
2018
Q2 | $653K | Buy |
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|
2018
Q1 | $621K | Sell |
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|
2017
Q4 | $1.13M | Buy |
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|
2017
Q3 | $639K | Sell |
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|
2017
Q2 | $811K | Sell |
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|
2017
Q1 | $969K | Buy |
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|
2016
Q4 | $906K | Buy |
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