Valeo Financial 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 | $4.93M | Sell |
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|
2025
Q2 | $4.63M | Buy |
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|
2025
Q1 | $4M | Buy |
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|
2024
Q4 | $3.99M | Sell |
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|
2024
Q3 | $4.32M | Buy |
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|
2024
Q2 | $3.64M | Sell |
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|
2024
Q1 | $3.76M | Buy |
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|
2023
Q4 | $3.51M | Buy |
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|
2023
Q3 | $3.1M | Buy |
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|
2023
Q2 | $2.31M | Buy |
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|
2023
Q1 | $1.41M | Buy |
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|
2022
Q4 | $1.35M | Buy |
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|
2022
Q3 | $969K | Buy |
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|
2022
Q2 | $811K | Buy |
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|
2022
Q1 | $686K | Buy |
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|
2021
Q4 | $462K | Buy |
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|
2021
Q3 | $213K | Sell |
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|
2021
Q2 | $223K | Buy |
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|
2021
Q1 | $180K | Buy |
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|
2020
Q4 | $101K | Buy |
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|
2020
Q3 | $44K | Buy |
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|
2020
Q2 | $16K | Buy |
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|
2020
Q1 | $13K | Sell |
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|
2019
Q4 | $60K | Buy |
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|
2019
Q3 | $14K | Hold |
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|
2019
Q2 | $14K | Sell |
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|
2019
Q1 | $52K | Sell |
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|
2018
Q4 | $76K | Sell |
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|
2018
Q3 | $140K | Buy |
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|
2018
Q2 | $146K | Buy |
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|
2018
Q1 | $46K | Buy |
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|
2017
Q4 | $29K | Buy |
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|
2017
Q3 | $22K | Buy |
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