Adamsbrown Wealth Consultants’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 | $382K | Buy |
1,957
+21
| +1% | +$4.1K | 0.11% | 66 |
|
|
2025
Q1 | $361K | Hold |
1,936
| – | – | 0.11% | 65 |
|
|
2024
Q4 | $384K | Hold |
1,936
| – | – | 0.13% | 61 |
|
|
2024
Q3 | $389K | Hold |
1,936
| – | – | 0.13% | 52 |
|
|
2024
Q2 | $353K | Hold |
1,936
| – | – | 0.14% | 56 |
|
|
2024
Q1 | $371K | Hold |
1,936
| – | – | 0.15% | 50 |
|
|
2023
Q4 | $348K | Hold |
1,936
| – | – | 0.15% | 50 |
|
|
2023
Q3 | $309K | Hold |
1,936
| – | – | 0.15% | 53 |
|
|
2023
Q2 | $320K | Sell |
1,936
-4
| -0.2% | -$662 | 0.17% | 52 |
|
|
2023
Q1 | $308K | Buy |
1,940
+11
| +0.6% | +$1.75K | 0.18% | 53 |
|
|
2022
Q4 | $306K | Sell |
1,929
-165
| -8% | -$26.2K | 0.19% | 59 |
|
|
2022
Q3 | $300K | Hold |
2,094
| – | – | 0.23% | 57 |
|
|
2022
Q2 | $314K | Hold |
2,094
| – | – | 0.25% | 60 |
|
|
2022
Q1 | $368K | Buy |
2,094
+4
| +0.2% | +$703 | 0.29% | 61 |
|
|
2021
Q4 | $374K | Buy |
+2,090
| New | +$374K | 0.34% | 48 |
|