Baldwin Wealth Partners’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 | $3.29M | Sell |
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|
2025
Q2 | $3.13M | Buy |
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|
2025
Q1 | $2.96M | Buy |
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|
2024
Q4 | $3.13M | Buy |
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|
2024
Q3 | $3.16M | Buy |
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|
2024
Q2 | $2.86M | Sell |
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|
2024
Q1 | $14.8M | Sell |
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|
2023
Q4 | $14.2M | Sell |
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|
2023
Q3 | $12.9M | Buy |
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|
2023
Q2 | $13.1M | Sell |
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|
2023
Q1 | $12.9M | Buy |
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|
2022
Q4 | $12.8M | Buy |
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|
2022
Q3 | $409K | Hold |
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|
2022
Q2 | $427K | Hold |
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|
2022
Q1 | $501K | Hold |
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|
2021
Q4 | $510K | Hold |
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|
2021
Q3 | $482K | Hold |
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|
2021
Q2 | $495K | Buy |
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|
2021
Q1 | $462K | Hold |
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|
2020
Q4 | $397K | Buy |
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