Vanguard Personalized Indexing Management’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 | $423K | Sell |
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|
2025
Q2 | $404K | Sell |
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|
2025
Q1 | $387K | Sell |
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|
2024
Q4 | $521K | Buy |
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|
2024
Q3 | $410K | Buy |
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|
2024
Q2 | $370K | Hold |
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|
2024
Q1 | $389K | Hold |
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|
2023
Q4 | $364K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $691K | Buy |
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|
2022
Q3 | $514K | Buy |
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|
2022
Q2 | $523K | Sell |
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|
2022
Q1 | $620K | Buy |
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|
2021
Q4 | $576K | Hold |
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|
2021
Q3 | $546K | Buy |
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|
2021
Q2 | $555K | Hold |
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|
2021
Q1 | $530K | Hold |
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|
2020
Q4 | $455K | Sell |
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|
2020
Q3 | $750K | Buy |
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