Abbot Financial 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
$681K Hold
2025
Q2
$636K Hold
2025
Q1
$608K Buy
2024
Q4
$646K Buy
2024
Q3
$619K Buy
2024
Q2
$522K Buy
2024
Q1
$486K Buy
2023
Q4
$402K Buy
2023
Q3
$320K Buy