Activest 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 | – | Hold |
0
| – | – | – | 1409 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 1411 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 1174 |
|
|
2024
Q3 | – | Sell |
-250
| Closed | -$45.6K | – | 754 |
|
|
2024
Q2 | $45.6K | Buy |
250
+194
| +346% | +$35.4K | 0.02% | 177 |
|
|
2024
Q1 | $10.8K | Hold |
56
| – | – | 0.01% | 214 |
|
|
2023
Q4 | $10.1K | Buy |
+56
| New | +$10.1K | 0.01% | 196 |
|