Atticus 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 | $480K | Hold |
2,464
| – | – | 0.13% | 91 |
|
|
2025
Q1 | $459K | Sell |
2,464
-199
| -7% | -$37.1K | 0.15% | 78 |
|
|
2024
Q4 | $528K | Buy |
2,663
+12
| +0.5% | +$2.38K | 0.16% | 69 |
|
|
2024
Q3 | $532K | Buy |
2,651
+22
| +0.8% | +$4.42K | 0.17% | 68 |
|
|
2024
Q2 | $480K | Sell |
2,629
-572
| -18% | -$104K | 0.16% | 67 |
|
|
2024
Q1 | $614K | Sell |
3,201
-285
| -8% | -$54.7K | 0.2% | 62 |
|
|
2023
Q4 | $627K | Sell |
3,486
-1,170
| -25% | -$211K | 0.22% | 57 |
|
|
2023
Q3 | $743K | Sell |
4,656
-59
| -1% | -$9.41K | 0.28% | 51 |
|
|
2023
Q2 | $780K | Sell |
4,715
-149
| -3% | -$24.6K | 0.29% | 47 |
|
|
2023
Q1 | $772K | Sell |
4,864
-1,358
| -22% | -$216K | 0.3% | 51 |
|
|
2022
Q4 | $988K | Sell |
6,222
-1,254
| -17% | -$199K | 0.41% | 47 |
|
|
2022
Q3 | $1.12M | Hold |
7,476
| – | – | 0.54% | 34 |
|
|
2022
Q2 | $1.12M | Buy |
7,476
+4,601
| +160% | +$689K | 0.47% | 46 |
|
|
2022
Q1 | $506K | Buy |
2,875
+491
| +21% | +$86.4K | 0.18% | 87 |
|
|
2021
Q4 | $426K | Sell |
2,384
-5
| -0.2% | -$893 | 0.17% | 83 |
|
|
2021
Q3 | $404K | Hold |
2,389
| – | – | 0.18% | 67 |
|
|
2021
Q2 | $415K | Sell |
2,389
-349
| -13% | -$60.6K | 0.18% | 74 |
|
|
2021
Q1 | $453K | Sell |
2,738
-57
| -2% | -$9.43K | 0.22% | 66 |
|
|
2020
Q4 | $397K | Buy |
2,795
+2,270
| +432% | +$322K | 0.2% | 65 |
|
|
2020
Q3 | $58K | Sell |
525
-210
| -29% | -$23.2K | 0.03% | 168 |
|
|
2020
Q2 | $79K | Sell |
735
-270
| -27% | -$29K | 0.05% | 145 |
|
|
2020
Q1 | $89K | Hold |
1,005
| – | – | 0.07% | 125 |
|
|
2019
Q4 | $138K | Buy |
+1,005
| New | +$138K | 0.09% | 109 |
|