Atlantic Edge Private Wealth Management’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 | $7.22K | Sell |
37
-42
| -53% | -$8.19K | ﹤0.01% | 391 |
|
|
2025
Q1 | $14.7K | Hold |
79
| – | – | ﹤0.01% | 317 |
|
|
2024
Q4 | $15.7K | Hold |
79
| – | – | ﹤0.01% | 298 |
|
|
2024
Q3 | $15.9K | Hold |
79
| – | – | ﹤0.01% | 296 |
|
|
2024
Q2 | $14.4K | Buy |
79
+7
| +10% | +$1.28K | ﹤0.01% | 284 |
|
|
2024
Q1 | $13.8K | Hold |
72
| – | – | ﹤0.01% | 287 |
|
|
2023
Q4 | $13K | Buy |
+72
| New | +$13K | 0.01% | 273 |
|