Aspire Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $5.5M | Buy |
|
|||||
|
2024
Q2 | $4.94M | Sell |
|
|||||
|
2024
Q1 | $5.2M | Buy |
|
|||||
|
2023
Q4 | $4.81M | Buy |
|
|||||
|
2023
Q3 | $4.24M | Buy |
|
|||||
|
2023
Q2 | $4.36M | Buy |
|
|||||
|
2023
Q1 | $4.13M | Buy |
|
|||||
|
2022
Q4 | $4.12M | Sell |
|
|||||
|
2022
Q3 | $3.77M | Sell |
|
|||||
|
2022
Q2 | $3.98M | Sell |
|
|||||
|
2022
Q1 | $4.74M | Sell |
|
|||||
|
2021
Q4 | $4.9M | Buy |
|