SIC
SJS Investment Consulting’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.1K | Hold |
298
| – | – | 0.01% | 169 |
|
|
2025
Q1 | $55.5K | Sell |
298
-19
| -6% | -$3.54K | 0.01% | 182 |
|
|
2024
Q4 | $62.8K | Sell |
317
-15
| -5% | -$2.97K | 0.01% | 171 |
|
|
2024
Q3 | $66.7K | Sell |
332
-188
| -36% | -$37.7K | 0.01% | 169 |
|
|
2024
Q2 | $94.9K | Sell |
520
-6
| -1% | -$1.1K | 0.02% | 129 |
|
|
2024
Q1 | $101K | Sell |
526
-20
| -4% | -$3.84K | 0.02% | 129 |
|
|
2023
Q4 | $98.3K | Hold |
546
| – | – | 0.02% | 126 |
|
|
2023
Q3 | $87.1K | Sell |
546
-4
| -0.7% | -$638 | 0.02% | 122 |
|
|
2023
Q2 | $91K | Sell |
550
-54
| -9% | -$8.93K | 0.02% | 113 |
|
|
2023
Q1 | $95.9K | Sell |
604
-1,008
| -63% | -$160K | 0.03% | 108 |
|
|
2022
Q4 | $256K | Sell |
1,612
-981
| -38% | -$156K | 0.08% | 63 |
|
|
2022
Q3 | $372K | Buy |
+2,593
| New | +$372K | 0.13% | 49 |
|
|
2022
Q1 | $687K | Buy |
3,905
+49
| +1% | +$8.62K | 0.21% | 36 |
|
|
2021
Q4 | $690K | Buy |
+3,856
| New | +$690K | 0.21% | 36 |
|