Truepoint Inc’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 | $4.83M | Buy |
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|
2025
Q2 | $4.18M | Sell |
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|
2025
Q1 | $4.57M | Sell |
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|
2024
Q4 | $4.97M | Sell |
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|
2024
Q3 | $5.06M | Sell |
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|
2024
Q2 | $4.63M | Sell |
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|
2024
Q1 | $5.27M | Buy |
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|
2023
Q4 | $3.71M | Sell |
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|
2023
Q3 | $3.34M | Buy |
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|
2023
Q2 | $3.47M | Buy |
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|
2023
Q1 | $3.2M | Sell |
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|
2022
Q4 | $3.5M | Buy |
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|
2022
Q3 | $1.91M | Buy |
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|
2022
Q2 | $2M | Sell |
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|
2022
Q1 | $2.34M | Buy |
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|
2021
Q4 | $2.38M | Buy |
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|
2021
Q3 | $2.25M | Buy |
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|
2021
Q2 | $2.29M | Sell |
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|
2021
Q1 | $2.33M | Sell |
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|
2020
Q4 | $2.7M | Sell |
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|
2020
Q3 | $2.28M | Sell |
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|
2020
Q2 | $2.34M | Sell |
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|
2020
Q1 | $2.62M | Buy |
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|
2019
Q4 | $1.29M | Sell |
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|
2019
Q3 | $1.32M | Sell |
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|
2019
Q2 | $1.34M | Buy |
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|
2019
Q1 | $1.14M | Buy |
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|
2018
Q4 | $951K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $202K | Buy |
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|
2018
Q1 | $2.55K | Sell |
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|
2017
Q4 | $333K | Buy |
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|
2017
Q3 | $298K | Sell |
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|
2017
Q2 | $303K | Buy |
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|
2017
Q1 | $213K | Buy |
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|
2016
Q4 | $202K | Sell |
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|
2016
Q3 | $229K | Buy |
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|
2016
Q2 | $217K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $262K | Hold |
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|
2015
Q2 | $292K | Buy |
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|
2015
Q1 | $254K | Sell |
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|
2014
Q4 | $287K | Buy |
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|
2014
Q3 | $217K | Buy |
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