Tortoise Investment Management’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 | $4.26M | Sell |
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|
2025
Q1 | $4.09M | Sell |
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|
2024
Q4 | $4.36M | Sell |
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|
2024
Q3 | $4.43M | Sell |
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|
2024
Q2 | $4.9M | Sell |
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|
2024
Q1 | $6.51M | Buy |
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|
2023
Q4 | $5.91M | Buy |
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|
2023
Q3 | $5.2M | Sell |
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|
2023
Q2 | $5.41M | Buy |
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|
2023
Q1 | $5.16M | Buy |
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|
2022
Q4 | $5.16M | Sell |
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|
2022
Q3 | $4.79M | Buy |
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|
2022
Q2 | $4.94M | Sell |
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|
2022
Q1 | $6.28M | Sell |
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|
2021
Q4 | $6.42M | Sell |
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|
2021
Q3 | $6.11M | Buy |
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|
2021
Q2 | $6.14M | Buy |
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|
2021
Q1 | $5.84M | Buy |
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|
2020
Q4 | $5M | Buy |
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|
2020
Q3 | $3.81M | Buy |
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|
2020
Q2 | $3.39M | Buy |
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|
2020
Q1 | $2.16M | Sell |
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|
2019
Q4 | $3.7M | Buy |
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|
2019
Q3 | $2.97M | Buy |
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|
2019
Q2 | $2.6M | Buy |
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|
2019
Q1 | $1.7M | Buy |
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|
2018
Q4 | $1.3M | Buy |
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|
2018
Q3 | $1.16M | Buy |
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|
2018
Q2 | $1.02M | Buy |
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|
2018
Q1 | $685K | Buy |
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|
2017
Q4 | $537K | Buy |
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|
2017
Q3 | $406K | Buy |
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|
2017
Q2 | $169K | Buy |
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|
2017
Q1 | $54K | Buy |
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|
2016
Q4 | $53K | Sell |
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|
2016
Q3 | $60K | Hold |
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|
2016
Q2 | $57K | Hold |
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|
2016
Q1 | $55K | Hold |
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|
2015
Q4 | $54K | Hold |
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|
2015
Q3 | $53K | Hold |
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|
2015
Q2 | $59K | Hold |
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|
2015
Q1 | $59K | Hold |
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|
2014
Q4 | $57K | Sell |
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|
2014
Q3 | $129K | Buy |
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|
2014
Q2 | $58K | Buy |
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|
2014
Q1 | $55K | Buy |
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|
2013
Q4 | $41K | Hold |
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|
2013
Q3 | $38K | Hold |
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|
2013
Q2 | $36K | Buy |
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