SOA Wealth 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 | $6.86M | Buy |
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|
2025
Q2 | $6.22M | Sell |
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|
2025
Q1 | $3.71M | Buy |
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|
2024
Q4 | $3.26M | Buy |
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|
2024
Q3 | $3.21M | Buy |
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|
2024
Q2 | $2.83M | Buy |
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|
2024
Q1 | $2.89M | Buy |
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|
2023
Q4 | $2.43M | Buy |
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|
2023
Q3 | $1.97M | Buy |
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|
2023
Q2 | $1.91M | Sell |
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|
2023
Q1 | $2.06M | Sell |
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|
2022
Q4 | $2.16M | Buy |
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|
2022
Q3 | $1.76M | Buy |
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|
2022
Q2 | $1.81M | Sell |
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|
2022
Q1 | $3.02M | Buy |
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|
2021
Q4 | $3.06M | Sell |
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|
2021
Q3 | $3.06M | Sell |
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|
2021
Q2 | $3.6M | Sell |
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|
2021
Q1 | $4.67M | Sell |
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|
2020
Q4 | $4.45M | Buy |
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