SIA
Spectrum Investment Advisors’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 | $8.63M | Buy |
44,264
+2,996
| +7% | +$584K | 5.01% | 8 |
|
|
2025
Q1 | $7.69M | Buy |
41,268
+981
| +2% | +$183K | 4.96% | 8 |
|
|
2024
Q4 | $7.98M | Buy |
40,287
+662
| +2% | +$131K | 5.33% | 8 |
|
|
2024
Q3 | $7.96M | Buy |
39,625
+203
| +0.5% | +$40.8K | 5.46% | 8 |
|
|
2024
Q2 | $7.2M | Buy |
39,422
+228
| +0.6% | +$41.6K | 5.27% | 8 |
|
|
2024
Q1 | $7.52M | Buy |
39,194
+998
| +3% | +$191K | 5.55% | 7 |
|
|
2023
Q4 | $6.87M | Buy |
+38,196
| New | +$6.87M | 5.45% | 8 |
|