Vickerman Investment Advisors’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 | $4.76M | Buy |
24,434
+3,411
| +16% | +$665K | 1.02% | 22 |
|
|
2025
Q1 | $3.92M | Buy |
21,023
+3,270
| +18% | +$609K | 0.89% | 28 |
|
|
2024
Q4 | $3.52M | Sell |
17,753
-386
| -2% | -$76.5K | 0.96% | 31 |
|
|
2024
Q3 | $3.64M | Buy |
18,139
+420
| +2% | +$84.3K | 1.07% | 27 |
|
|
2024
Q2 | $3.23M | Buy |
17,719
+61
| +0.3% | +$11.1K | 1.04% | 32 |
|
|
2024
Q1 | $3.39M | Sell |
17,658
-63
| -0.4% | -$12.1K | 1.09% | 29 |
|
|
2023
Q4 | $3.19M | Sell |
17,721
-2,926
| -14% | -$527K | 1.09% | 28 |
|
|
2023
Q3 | $3.29M | Sell |
20,647
-40
| -0.2% | -$6.38K | 1.34% | 24 |
|
|
2023
Q2 | $3.42M | Sell |
20,687
-678
| -3% | -$112K | 1.34% | 25 |
|
|
2023
Q1 | $3.39M | Sell |
21,365
-5,623
| -21% | -$893K | 1.34% | 20 |
|
|
2022
Q4 | $4.29M | Sell |
26,988
-4,449
| -14% | -$706K | 1.95% | 13 |
|
|
2022
Q3 | $4.51M | Buy |
31,437
+1,163
| +4% | +$167K | 2.18% | 13 |
|
|
2022
Q2 | $4.54M | Buy |
30,274
+736
| +2% | +$110K | 2.15% | 13 |
|
|
2022
Q1 | $4.88M | Buy |
29,538
+567
| +2% | +$93.7K | 2.17% | 16 |
|
|
2021
Q4 | $5.18M | Buy |
28,971
+4,561
| +19% | +$816K | 2.09% | 15 |
|
|
2021
Q3 | $4.13M | Buy |
+24,410
| New | +$4.13M | 1.65% | 16 |
|