WIA
World Investment Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Sell |
7,526
-74,270
| -91% | -$14.5M | 0.03% | 434 |
|
|
2025
Q1 | $15.2M | Buy |
81,796
+64,652
| +377% | +$12M | 0.4% | 49 |
|
|
2024
Q4 | $3.4M | Sell |
17,144
-141,423
| -89% | -$28M | 0.09% | 246 |
|
|
2024
Q3 | $31.8M | Buy |
158,567
+152,867
| +2,682% | +$30.7M | 1% | 13 |
|
|
2024
Q2 | $1.04M | Buy |
+5,700
| New | +$1.04M | 0.06% | 264 |
|
|
2024
Q1 | – | Sell |
-53,819
| Closed | -$9.69M | – | 478 |
|
|
2023
Q4 | $9.69M | Sell |
53,819
-71,327
| -57% | -$12.8M | 1.26% | 17 |
|
|
2023
Q3 | $20M | Buy |
125,146
+120,915
| +2,858% | +$19.3M | 3.95% | 3 |
|
|
2023
Q2 | $700K | Sell |
4,231
-5,980
| -59% | -$989K | 0.14% | 112 |
|
|
2023
Q1 | $1.62M | Sell |
10,211
-77,307
| -88% | -$12.3M | 0.34% | 56 |
|
|
2022
Q4 | $13.9M | Buy |
87,518
+83,521
| +2,090% | +$13.3M | 3.19% | 7 |
|
|
2022
Q3 | $573K | Sell |
3,997
-72
| -2% | -$10.3K | 0.14% | 121 |
|
|
2022
Q2 | $666K | Sell |
4,069
-55,778
| -93% | -$9.13M | 0.14% | 118 |
|
|
2022
Q1 | $10.5M | Sell |
59,847
-2,528
| -4% | -$445K | 2.19% | 12 |
|
|
2021
Q4 | $10.9M | Buy |
62,375
+59,659
| +2,197% | +$10.4M | 2.27% | 11 |
|
|
2021
Q3 | $460K | Sell |
2,716
-487
| -15% | -$82.5K | 0.1% | 132 |
|
|
2021
Q2 | $556K | Sell |
3,203
-195
| -6% | -$33.9K | 0.13% | 116 |
|
|
2021
Q1 | $584K | Sell |
3,398
-341
| -9% | -$58.6K | 0.14% | 108 |
|
|
2020
Q4 | $591K | Sell |
3,739
-251
| -6% | -$39.7K | 0.15% | 109 |
|
|
2020
Q3 | $441K | Buy |
3,990
+350
| +10% | +$38.7K | 0.15% | 92 |
|
|
2020
Q2 | $429K | Buy |
3,640
+329
| +10% | +$38.8K | 0.15% | 93 |
|
|
2020
Q1 | $294K | Buy |
3,311
+67
| +2% | +$5.95K | 0.14% | 98 |
|
|
2019
Q4 | $445K | Buy |
3,244
+151
| +5% | +$20.7K | 0.17% | 79 |
|
|
2019
Q3 | $399K | Buy |
3,093
+263
| +9% | +$33.9K | 0.17% | 73 |
|
|
2019
Q2 | $361K | Buy |
2,830
+380
| +16% | +$48.5K | 0.16% | 74 |
|
|
2019
Q1 | $317K | Sell |
2,450
-130
| -5% | -$16.8K | 0.14% | 81 |
|
|
2018
Q4 | $335K | Buy |
+2,580
| New | +$335K | 0.15% | 92 |
|