Arbor Wealth Advisors’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 | $6.94M | Hold |
35,610
| – | – | 5.63% | 4 |
|
|
2025
Q1 | $6.63M | Buy |
35,610
+203
| +0.6% | +$37.8K | 5.92% | 4 |
|
|
2024
Q4 | $7.02M | Buy |
35,407
+509
| +1% | +$101K | 6.25% | 4 |
|
|
2024
Q3 | $7.01M | Buy |
34,898
+69
| +0.2% | +$13.9K | 6.32% | 4 |
|
|
2024
Q2 | $6.36M | Buy |
34,829
+58
| +0.2% | +$10.6K | 6.27% | 4 |
|
|
2024
Q1 | $6.67M | Buy |
34,771
+35
| +0.1% | +$6.72K | 6.3% | 4 |
|
|
2023
Q4 | $6.25M | Buy |
+34,736
| New | +$6.25M | 6.43% | 4 |
|