TCI 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 | $623K | Sell |
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|
2025
Q2 | $596K | Buy |
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|
2025
Q1 | $497K | Sell |
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|
2024
Q4 | $549K | Sell |
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|
2024
Q3 | $628K | Sell |
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|
2024
Q2 | $603K | Buy |
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|
2024
Q1 | $563K | Buy |
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|
2023
Q4 | $522K | Buy |
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|
2023
Q3 | $456K | Sell |
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|
2023
Q2 | $543K | Buy |
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|
2023
Q1 | $488K | Hold |
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|
2022
Q4 | $488K | Sell |
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|
2022
Q3 | $459K | Sell |
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|
2022
Q2 | $489K | Buy |
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|
2022
Q1 | $574K | Buy |
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|
2021
Q4 | $580K | Sell |
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|
2021
Q3 | $626K | Buy |
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|
2021
Q2 | $549K | Buy |
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|
2021
Q1 | $495K | Sell |
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|
2020
Q4 | $521K | Sell |
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|
2020
Q3 | $419K | Sell |
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|
2020
Q2 | $456K | Sell |
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|
2020
Q1 | $440K | Buy |
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|
2019
Q4 | $582K | Sell |
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|
2019
Q3 | $575K | Sell |
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|
2019
Q2 | $594K | Sell |
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|
2019
Q1 | $614K | Sell |
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|
2018
Q4 | $557K | Sell |
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|
2018
Q3 | $703K | Buy |
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|
2018
Q2 | $655K | Sell |
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|
2018
Q1 | $735K | Sell |
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|
2017
Q4 | $827K | Buy |
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|
2017
Q3 | $703K | Sell |
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|
2017
Q2 | $677K | Sell |
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|
2017
Q1 | $680K | Sell |
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|
2016
Q4 | $704K | Sell |
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|
2016
Q3 | $835K | Sell |
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|
2016
Q2 | $852K | Buy |
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|
2016
Q1 | $806K | Buy |
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|
2015
Q4 | $739K | Sell |
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|
2015
Q3 | $880K | Buy |
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|
2015
Q2 | $802K | Buy |
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|
2015
Q1 | $657K | Buy |
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|
2014
Q4 | $625K | Sell |
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|
2014
Q3 | $613K | Buy |
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|
2014
Q2 | $598K | Sell |
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|
2014
Q1 | $679K | Buy |
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|
2013
Q4 | $572K | Buy |
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|
2013
Q3 | $455K | Hold |
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|
2013
Q2 | $422K | Buy |
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