Tru Independence Asset Management 2’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
2022
Q2
Sell
-28,988
Closed -$5.1M 98
2022
Q1
$5.1M Sell
28,988
-17,260
-37% -$3M 2.93% 9
2021
Q4
$8.27M Buy
+46,248
New +$8.22M 4.38% 4
2021
Q1
Sell
-199
Closed -$28K 398
2020
Q4
$28K Buy
+199
New +$25.7K 0.02% 224

Other funds holding VBR

Tru Independence Asset Management 2's VBR Position: Q2 2022 in Review

Tru Independence Asset Management 2 sold out of Vanguard Small-Cap Value ETF (VBR) in Q2 2022, closing a stake of 28,988 shares — an estimated $5.1M sold.

Tru Independence Asset Management 2 first reported a position in VBR in Q4 2020 and held it in 3 quarters. The position peaked at $8.27M in Q4 2021. 1,136 funds tracked by Wall St. Rank hold VBR as of Q2 2022.

  • Tru Independence Asset Management 2 reported no remaining Vanguard Small-Cap Value ETF position as of Q2 2022 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 28,988 Vanguard Small-Cap Value ETF shares in Q2 2022, an estimated $5.1M.
  • Tru Independence Asset Management 2 first reported a position in Vanguard Small-Cap Value ETF in Q4 2020 and held it in 3 quarters.
  • Tru Independence Asset Management 2's Vanguard Small-Cap Value ETF position peaked at $8.27M in Q4 2021.
  • 1,136 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2022.

Based on Tru Independence Asset Management 2's 13F filing for Q2 2022, filed 2 Aug 2022.