Alpha Omega 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
Q2 | $4.92M | Buy |
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|
2025
Q1 | $4.54M | Buy |
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|
2024
Q4 | $4.45M | Buy |
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|
2024
Q3 | $4.46M | Sell |
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|
2024
Q2 | $4.06M | Buy |
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|
2024
Q1 | $4.17M | Buy |
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|
2023
Q4 | $3.73M | Sell |
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|
2023
Q3 | $3.33M | Buy |
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|
2023
Q2 | $3.12M | Sell |
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|
2023
Q1 | $3M | Buy |
|
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|
2022
Q4 | $2.9M | Buy |
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|
2022
Q3 | $2.46M | Buy |
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|
2022
Q2 | $2.05M | Buy |
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|
2022
Q1 | $1.79M | Buy |
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|
2021
Q4 | $1.59M | Buy |
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|
2021
Q3 | $1.34M | Buy |
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|
2021
Q2 | $1.23M | Buy |
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|
2021
Q1 | $1.02M | Buy |
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|
2020
Q4 | $690K | Buy |
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|
2020
Q3 | $504K | Buy |
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|
2020
Q2 | $457K | Buy |
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|
2020
Q1 | $342K | Buy |
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|
2019
Q4 | $489K | Buy |
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|
2019
Q3 | $422K | Buy |
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|
2019
Q2 | $274K | Buy |
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|
2019
Q1 | $249K | Sell |
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|
2018
Q4 | $709K | Buy |
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|
2018
Q3 | $230K | Buy |
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|
2018
Q2 | $106K | Buy |
|
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|
2018
Q1 | $9K | Hold |
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|
2017
Q4 | $9K | Hold |
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|
2017
Q3 | $9K | Hold |
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|
2017
Q2 | $9K | Hold |
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|
2017
Q1 | $9K | Hold |
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|
2016
Q4 | $8K | Buy |
|