Ameliora 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 | – | Sell |
-1,400
| Closed | -$261K | – | 240 |
|
|
2025
Q1 | $261K | Hold |
1,400
| – | – | 0.1% | 89 |
|
|
2024
Q4 | $277K | Hold |
1,400
| – | – | 0.1% | 85 |
|
|
2024
Q3 | $281K | Hold |
1,400
| – | – | 0.12% | 71 |
|
|
2024
Q2 | $256K | Hold |
1,400
| – | – | 0.12% | 77 |
|
|
2024
Q1 | $269K | Buy |
+1,400
| New | +$269K | 0.12% | 78 |
|