AWS
Aspen Wealth Strategies’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 | $3.26M | Buy |
+16,693
| New | +$3.26M | 1.96% | 11 |
|
|
2023
Q4 | – | Sell |
-2,512
| Closed | -$400K | – | 82 |
|
|
2023
Q3 | $400K | Buy |
2,512
+351
| +16% | +$55.9K | 0.31% | 42 |
|
|
2023
Q2 | $358K | Sell |
2,161
-150
| -6% | -$24.8K | 0.27% | 47 |
|
|
2023
Q1 | $367K | Buy |
2,311
+487
| +27% | +$77.3K | 0.28% | 53 |
|
|
2022
Q4 | $290K | Buy |
+1,824
| New | +$290K | 0.23% | 58 |
|