Axxcess 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 | $452K | Sell |
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|
2025
Q2 | $709K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $622K | Sell |
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|
2024
Q2 | $572K | Buy |
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|
2024
Q1 | $572K | Sell |
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|
2023
Q4 | $831K | Sell |
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|
2023
Q3 | $791K | Buy |
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|
2023
Q2 | $538K | Sell |
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|
2023
Q1 | $700K | Buy |
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|
2022
Q4 | $575K | Buy |
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|
2022
Q3 | $238K | Sell |
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|
2022
Q2 | $575K | Buy |
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|
2022
Q1 | $424K | Buy |
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|
2021
Q4 | $424K | Buy |
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