Accretive Wealth Partners’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 | $769K | Sell |
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|
2025
Q2 | $722K | Hold |
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|
2025
Q1 | $674K | Sell |
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|
2024
Q4 | $745K | Sell |
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|
2024
Q3 | $756K | Sell |
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|
2024
Q2 | $697K | Sell |
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|
2024
Q1 | $720K | Sell |
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|
2023
Q4 | $730K | Buy |
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|
2023
Q3 | $628K | Buy |
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|
2023
Q2 | $650K | Buy |
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|
2023
Q1 | $621K | Hold |
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|
2022
Q4 | $621K | Hold |
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|
2022
Q3 | $561K | Sell |
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|
2022
Q2 | $604K | Sell |
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|
2022
Q1 | $724K | Sell |
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|
2021
Q4 | $754K | Hold |
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|
2021
Q3 | $714K | Sell |
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|
2021
Q2 | $735K | Buy |
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|
2021
Q1 | $681K | Buy |
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|
2020
Q4 | $568K | Buy |
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