Austin 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 | $284K | Sell |
1,434
-258
| -15% | -$51.2K | 0.05% | 110 |
|
|
2025
Q1 | $304K | Sell |
1,692
-1,442
| -46% | -$259K | 0.06% | 98 |
|
|
2024
Q4 | $641K | Buy |
3,134
+1,366
| +77% | +$280K | 0.13% | 71 |
|
|
2024
Q3 | $349K | Sell |
1,768
-26
| -1% | -$5.13K | 0.08% | 87 |
|
|
2024
Q2 | $336K | Sell |
1,794
-133
| -7% | -$24.9K | 0.08% | 87 |
|
|
2024
Q1 | $362K | Sell |
1,927
-23
| -1% | -$4.32K | 0.09% | 83 |
|
|
2023
Q4 | $352K | Sell |
1,950
-411
| -17% | -$74.1K | 0.09% | 86 |
|
|
2023
Q3 | $387K | Buy |
+2,361
| New | +$387K | 0.12% | 74 |
|