Vanguard Personalized Indexing Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $404K | Sell |
2,069
-9
| -0.4% | -$1.76K | ﹤0.01% | 1304 |
|
|
2025
Q1 | $387K | Sell |
2,078
-551
| -21% | -$103K | 0.01% | 1232 |
|
|
2024
Q4 | $521K | Buy |
2,629
+587
| +29% | +$116K | 0.01% | 1093 |
|
|
2024
Q3 | $410K | Buy |
2,042
+17
| +0.8% | +$3.41K | 0.01% | 1195 |
|
|
2024
Q2 | $370K | Hold |
2,025
| – | – | 0.01% | 1170 |
|
|
2024
Q1 | $389K | Hold |
2,025
| – | – | 0.01% | 1147 |
|
|
2023
Q4 | $364K | Buy |
+2,025
| New | +$364K | 0.01% | 1153 |
|
|
2023
Q1 | – | Sell |
-4,349
| Closed | -$691K | – | 1499 |
|
|
2022
Q4 | $691K | Buy |
4,349
+767
| +21% | +$122K | 0.03% | 669 |
|
|
2022
Q3 | $514K | Buy |
3,582
+89
| +3% | +$12.8K | 0.02% | 778 |
|
|
2022
Q2 | $523K | Sell |
3,493
-30
| -0.9% | -$4.49K | 0.02% | 800 |
|
|
2022
Q1 | $620K | Buy |
3,523
+300
| +9% | +$52.8K | 0.03% | 720 |
|
|
2021
Q4 | $576K | Hold |
3,223
| – | – | 0.03% | 643 |
|
|
2021
Q3 | $546K | Buy |
3,223
+25
| +0.8% | +$4.24K | 0.05% | 467 |
|
|
2021
Q2 | $555K | Hold |
3,198
| – | – | 0.06% | 436 |
|
|
2021
Q1 | $530K | Hold |
3,198
| – | – | 0.08% | 301 |
|
|
2020
Q4 | $455K | Sell |
3,198
-3,577
| -53% | -$509K | 0.1% | 242 |
|
|
2020
Q3 | $750K | Buy |
+6,775
| New | +$750K | 0.21% | 107 |
|