Accurate 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 | $632K | Buy |
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|
2025
Q2 | $339K | Buy |
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|
2025
Q1 | $276K | Sell |
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|
2024
Q4 | $332K | Sell |
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|
2024
Q3 | $361K | Sell |
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|
2024
Q2 | $357K | Sell |
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|
2024
Q1 | $346K | Sell |
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|
2023
Q4 | $346K | Sell |
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|
2023
Q3 | $395K | Buy |
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|
2023
Q2 | $376K | Buy |
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|
2023
Q1 | $338K | Buy |
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|
2022
Q4 | $354K | Buy |
|