American Financial & Tax Strategies’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 | $2.93M | Sell |
15,020
-142
| -0.9% | -$27.7K | 1.51% | 25 |
|
|
2025
Q1 | $2.82M | Sell |
15,162
-594
| -4% | -$111K | 1.52% | 26 |
|
|
2024
Q4 | $3.12M | Sell |
15,756
-26
| -0.2% | -$5.15K | 1.62% | 21 |
|
|
2024
Q3 | $3.17M | Sell |
15,782
-473
| -3% | -$95K | 1.61% | 21 |
|
|
2024
Q2 | $2.97M | Buy |
16,255
+107
| +0.7% | +$19.5K | 1.56% | 23 |
|
|
2024
Q1 | $3.1M | Sell |
16,148
-412
| -2% | -$79.1K | 1.66% | 22 |
|
|
2023
Q4 | $2.98M | Buy |
+16,560
| New | +$2.98M | 1.7% | 22 |
|