Atlantic Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $140K | Hold |
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|
2025
Q2 | $131K | Hold |
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|
2025
Q1 | $125K | Hold |
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|
2024
Q4 | $133K | Buy |
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|
2024
Q3 | $135K | Hold |
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|
2024
Q2 | $123K | Hold |
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|
2024
Q1 | $129K | Hold |
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|
2023
Q4 | $121K | Hold |
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|
2023
Q3 | $107K | Hold |
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|
2023
Q2 | $111K | Sell |
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|
2023
Q1 | $162K | Buy |
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