AWM
Arista 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 | $2.65M | Sell |
13,613
-14
| -0.1% | -$2.73K | 0.37% | 37 |
|
|
2025
Q1 | $2.54M | Sell |
13,627
-56
| -0.4% | -$10.4K | 0.62% | 18 |
|
|
2024
Q4 | $2.71M | Buy |
13,683
+3
| +0% | +$595 | 0.65% | 18 |
|
|
2024
Q3 | $2.75M | Buy |
13,680
+24
| +0.2% | +$4.82K | 0.66% | 18 |
|
|
2024
Q2 | $2.49M | Buy |
13,656
+7,547
| +124% | +$1.38M | 0.66% | 19 |
|
|
2024
Q1 | $1.17M | Sell |
6,109
-7,861
| -56% | -$1.51M | 0.9% | 17 |
|
|
2023
Q4 | $2.51M | Sell |
13,970
-1,309
| -9% | -$236K | 0.92% | 14 |
|
|
2023
Q3 | $2.44M | Buy |
15,279
+515
| +3% | +$82.1K | 0.95% | 13 |
|
|
2023
Q2 | $2.44M | Sell |
14,764
-95,363
| -87% | -$15.8M | 1.01% | 12 |
|
|
2023
Q1 | $17.5M | Sell |
110,127
-29,957
| -21% | -$4.76M | 9.54% | 3 |
|
|
2022
Q4 | $22.2M | Buy |
+140,084
| New | +$22.2M | 14.04% | 3 |
|