Abound Wealth 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 | $202K | Buy |
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|
2025
Q2 | $169K | Sell |
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|
2025
Q1 | $168K | Buy |
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|
2024
Q4 | $71K | Hold |
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|
2024
Q3 | $71.9K | Buy |
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|
2024
Q2 | $51.5K | Buy |
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|
2024
Q1 | $42.3K | Buy |
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|
2023
Q4 | $34.9K | Sell |
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|
2023
Q3 | $70.9K | Buy |
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|
2023
Q2 | $63.9K | Sell |
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|
2023
Q1 | $61.5K | Sell |
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|
2022
Q4 | $63.1K | Buy |
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|
2022
Q3 | $46.9K | Buy |
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|
2022
Q2 | $47.4K | Buy |
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|
2022
Q1 | $46K | Sell |
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|
2021
Q4 | $58.6K | Buy |
|