Atticus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $518K | Buy |
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|
2025
Q2 | $480K | Hold |
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|
2025
Q1 | $459K | Sell |
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|
2024
Q4 | $528K | Buy |
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|
2024
Q3 | $532K | Buy |
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|
2024
Q2 | $480K | Sell |
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|
2024
Q1 | $614K | Sell |
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|
2023
Q4 | $627K | Sell |
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|
2023
Q3 | $743K | Sell |
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|
2023
Q2 | $780K | Sell |
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|
2023
Q1 | $772K | Sell |
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|
2022
Q4 | $988K | Sell |
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|
2022
Q3 | $1.12M | Hold |
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|
2022
Q2 | $1.12M | Buy |
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|
2022
Q1 | $506K | Buy |
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|
2021
Q4 | $426K | Sell |
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|
2021
Q3 | $404K | Hold |
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|
2021
Q2 | $415K | Sell |
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|
2021
Q1 | $453K | Sell |
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|
2020
Q4 | $397K | Buy |
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|
2020
Q3 | $58K | Sell |
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|
2020
Q2 | $79K | Sell |
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|
2020
Q1 | $89K | Hold |
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|
2019
Q4 | $138K | Buy |
|