Abbot Financial Management’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 | $636K | Hold |
3,262
| – | – | 0.29% | 91 |
|
|
2025
Q1 | $608K | Buy |
3,262
+1
| +0% | +$186 | 0.32% | 91 |
|
|
2024
Q4 | $646K | Buy |
3,261
+176
| +6% | +$34.9K | 0.32% | 80 |
|
|
2024
Q3 | $619K | Buy |
3,085
+225
| +8% | +$45.2K | 0.31% | 90 |
|
|
2024
Q2 | $522K | Buy |
2,860
+325
| +13% | +$59.3K | 0.28% | 93 |
|
|
2024
Q1 | $486K | Buy |
2,535
+300
| +13% | +$57.6K | 0.27% | 95 |
|
|
2023
Q4 | $402K | Buy |
2,235
+230
| +11% | +$41.4K | 0.24% | 96 |
|
|
2023
Q3 | $320K | Buy |
+2,005
| New | +$320K | 0.22% | 98 |
|