AWM
Ariadne Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $443K | Sell |
2,145
-297
| -12% | -$61.4K | 0.21% | 104 |
|
|
2025
Q1 | $454K | Hold |
2,442
| – | – | 0.24% | 94 |
|
|
2024
Q4 | $497K | Buy |
2,442
+297
| +14% | +$60.4K | 0.23% | 87 |
|
|
2024
Q3 | $452K | Sell |
2,145
-155
| -7% | -$32.7K | 0.25% | 78 |
|
|
2024
Q2 | $422K | Buy |
+2,300
| New | +$422K | 0.33% | 69 |
|