SJS Investment Consulting’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 | $58.1K | Hold |
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|
2025
Q1 | $55.5K | Sell |
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|
2024
Q4 | $62.8K | Sell |
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|
2024
Q3 | $66.7K | Sell |
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|
2024
Q2 | $94.9K | Sell |
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|
2024
Q1 | $101K | Sell |
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|
2023
Q4 | $98.3K | Hold |
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|
2023
Q3 | $87.1K | Sell |
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|
2023
Q2 | $91K | Sell |
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|
2023
Q1 | $95.9K | Sell |
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|
2022
Q4 | $256K | Sell |
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|
2022
Q3 | $372K | Buy |
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|
2022
Q1 | $687K | Buy |
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|
2021
Q4 | $690K | Buy |
|