Barlow Wealth Partners’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 | $315K | Buy |
1,570
+92
| +6% | +$18.5K | 0.04% | 101 |
|
|
2025
Q1 | $265K | Hold |
1,478
| – | – | 0.03% | 107 |
|
|
2024
Q4 | $299K | Hold |
1,478
| – | – | 0.04% | 106 |
|
|
2024
Q3 | $293K | Hold |
1,478
| – | – | 0.04% | 117 |
|
|
2024
Q2 | $283K | Hold |
1,478
| – | – | 0.04% | 119 |
|
|
2024
Q1 | $269K | Hold |
1,478
| – | – | 0.04% | 121 |
|
|
2023
Q4 | $266K | Buy |
+1,478
| New | +$266K | 0.04% | 122 |
|