Apexium Financial’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 | $613K | Buy |
3,128
+70
| +2% | +$13.7K | 0.03% | 164 |
|
|
2025
Q1 | $570K | Buy |
3,058
+34
| +1% | +$6.33K | 0.03% | 161 |
|
|
2024
Q4 | $599K | Sell |
3,024
-25
| -0.8% | -$4.95K | 0.04% | 149 |
|
|
2024
Q3 | $612K | Buy |
3,049
+79
| +3% | +$15.9K | 0.04% | 124 |
|
|
2024
Q2 | $545K | Buy |
2,970
+125
| +4% | +$22.9K | 0.04% | 132 |
|
|
2024
Q1 | $546K | Buy |
2,845
+1,694
| +147% | +$325K | 0.04% | 129 |
|
|
2023
Q4 | $207K | Buy |
+1,151
| New | +$207K | 0.01% | 257 |
|