Abound Wealth 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 | $169K | Sell |
866
-37
| -4% | -$7.21K | 0.05% | 89 |
|
|
2025
Q1 | $168K | Buy |
903
+545
| +152% | +$102K | 0.06% | 82 |
|
|
2024
Q4 | $71K | Hold |
358
| – | – | 0.02% | 141 |
|
|
2024
Q3 | $71.9K | Buy |
358
+76
| +27% | +$15.3K | 0.02% | 133 |
|
|
2024
Q2 | $51.5K | Buy |
282
+62
| +28% | +$11.3K | 0.02% | 146 |
|
|
2024
Q1 | $42.3K | Buy |
220
+26
| +13% | +$5K | 0.02% | 163 |
|
|
2023
Q4 | $34.9K | Sell |
194
-250
| -56% | -$45K | 0.01% | 180 |
|
|
2023
Q3 | $70.9K | Buy |
444
+58
| +15% | +$9.26K | 0.03% | 102 |
|
|
2023
Q2 | $63.9K | Sell |
386
-1
| -0.3% | -$165 | 0.03% | 110 |
|
|
2023
Q1 | $61.5K | Sell |
387
-11
| -3% | -$1.75K | 0.03% | 109 |
|
|
2022
Q4 | $63.1K | Buy |
398
+71
| +22% | +$11.3K | 0.03% | 95 |
|
|
2022
Q3 | $46.9K | Buy |
327
+10
| +3% | +$1.43K | 0.03% | 118 |
|
|
2022
Q2 | $47.4K | Buy |
317
+55
| +21% | +$8.23K | 0.03% | 66 |
|
|
2022
Q1 | $46K | Sell |
262
-66
| -20% | -$11.6K | 0.03% | 66 |
|
|
2021
Q4 | $58.6K | Buy |
+328
| New | +$58.6K | 0.05% | 64 |
|