Adamsbrown Wealth Consultants’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 | $404K | Sell |
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|
2025
Q2 | $382K | Buy |
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|
2025
Q1 | $361K | Hold |
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|
2024
Q4 | $384K | Hold |
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|
2024
Q3 | $389K | Hold |
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|
2024
Q2 | $353K | Hold |
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|
2024
Q1 | $371K | Hold |
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|
2023
Q4 | $348K | Hold |
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|
2023
Q3 | $309K | Hold |
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|
2023
Q2 | $320K | Sell |
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|
2023
Q1 | $308K | Buy |
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|
2022
Q4 | $306K | Sell |
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|
2022
Q3 | $300K | Hold |
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|
2022
Q2 | $314K | Hold |
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|
2022
Q1 | $368K | Buy |
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|
2021
Q4 | $374K | Buy |
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