United Advisor Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
5,752
+882
| +18% | +$172K | 0.19% | 124 |
|
|
2025
Q1 | $907K | Buy |
4,870
+451
| +10% | +$84K | 0.19% | 124 |
|
|
2024
Q4 | $876K | Sell |
4,419
-2,081
| -32% | -$412K | 0.17% | 135 |
|
|
2024
Q3 | $1.31M | Buy |
6,500
+2,939
| +83% | +$590K | 0.29% | 86 |
|
|
2024
Q2 | $650K | Sell |
3,561
-1,942
| -35% | -$354K | 0.2% | 107 |
|
|
2024
Q1 | $1.06M | Buy |
5,503
+1,752
| +47% | +$336K | 0.4% | 71 |
|
|
2023
Q4 | $681K | Buy |
+3,751
| New | +$681K | 0.82% | 22 |
|