Stratos 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
Q2 | $2.49M | Buy |
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|
2025
Q1 | $2.09M | Buy |
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|
2024
Q4 | $1.77M | Sell |
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|
2024
Q3 | $1.86M | Sell |
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|
2024
Q2 | $1.73M | Buy |
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|
2024
Q1 | $937K | Buy |
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|
2023
Q4 | $723K | Buy |
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|
2023
Q3 | $578K | Buy |
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|
2023
Q2 | $585K | Sell |
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|
2023
Q1 | $573K | Sell |
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|
2022
Q4 | $629K | Sell |
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|
2022
Q3 | $599K | Sell |
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|
2022
Q2 | $629K | Sell |
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|
2022
Q1 | $763K | Sell |
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|
2021
Q4 | $4.21M | Sell |
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|
2021
Q3 | $4.79M | Sell |
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|
2021
Q2 | $6.71M | Sell |
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|
2021
Q1 | $6.63M | Buy |
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|
2020
Q4 | $3.04M | Buy |
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|
2020
Q3 | $464K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $135K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $2.42M | Sell |
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|
2019
Q2 | $2.73M | Sell |
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|
2019
Q1 | $2.69M | Buy |
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|
2018
Q4 | $2.31M | Buy |
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