Valley National Advisers’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 | $18K | Sell |
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|
2025
Q2 | $95K | Hold |
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|
2025
Q1 | $91K | Buy |
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|
2024
Q4 | $97K | Buy |
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|
2024
Q3 | $98K | Buy |
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|
2024
Q2 | $58K | Hold |
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|
2024
Q1 | $61K | Hold |
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|
2023
Q4 | $57K | Hold |
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|
2023
Q3 | $51K | Hold |
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|
2023
Q2 | $53K | Hold |
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|
2023
Q1 | $50K | Sell |
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|
2022
Q4 | $66K | Buy |
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|
2022
Q3 | $54K | Buy |
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|
2022
Q2 | $54K | Hold |
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|
2022
Q1 | $62K | Hold |
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|
2021
Q4 | $63K | Buy |
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|
2021
Q3 | $59K | Hold |
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|
2021
Q2 | $61K | Sell |
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|
2021
Q1 | $60K | Buy |
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|
2020
Q4 | $52K | Buy |
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|
2020
Q3 | $40K | Buy |
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|
2020
Q2 | $39K | Hold |
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|
2020
Q1 | $32K | Hold |
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|
2019
Q4 | $49K | Hold |
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|
2019
Q3 | $46K | Hold |
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|
2019
Q2 | $47K | Hold |
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|
2019
Q1 | $46K | Hold |
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|
2018
Q4 | $41K | Hold |
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|
2018
Q3 | $50K | Hold |
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|
2018
Q2 | $49K | Sell |
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|
2018
Q1 | $53K | Hold |
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|
2017
Q4 | $54K | Hold |
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|
2017
Q3 | $52K | Hold |
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|
2017
Q2 | $50K | Hold |
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|
2017
Q1 | $50K | Hold |
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|
2016
Q4 | $50K | Hold |
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|
2016
Q3 | $45K | Sell |
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|
2016
Q2 | $159K | Hold |
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|
2016
Q1 | $154K | Sell |
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|
2015
Q4 | $158K | Sell |
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|
2015
Q3 | $200K | Hold |
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|
2015
Q2 | $223K | Hold |
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|
2015
Q1 | $226K | Buy |
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|
2014
Q4 | $196K | Buy |
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