Bare Financial Services’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 | $170K | Hold |
873
| – | – | 0.06% | 41 |
|
2025
Q1 | $163K | Hold |
873
| – | – | 0.06% | 40 |
|
2024
Q4 | $173K | Hold |
873
| – | – | 0.07% | 37 |
|
2024
Q3 | $175K | Hold |
873
| – | – | 0.07% | 37 |
|
2024
Q2 | $173K | Sell |
873
-4
| -0.5% | -$793 | 0.09% | 33 |
|
2024
Q1 | $158K | Buy |
877
+525
| +149% | +$94.7K | 0.15% | 30 |
|
2023
Q4 | $63.3K | Buy |
+352
| New | +$63.3K | 0.13% | 43 |
|