Baron Financial Group’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
Q1 | – | Sell |
-1,061
| Closed | -$210K | – | 50 |
|
|
2024
Q4 | $210K | Buy |
+1,061
| New | +$210K | 0.13% | 48 |
|
|
2022
Q3 | – | Sell |
-877
| Closed | -$131K | – | 189 |
|
|
2022
Q2 | $131K | Sell |
877
-50
| -5% | -$7.49K | 0.09% | 51 |
|
|
2022
Q1 | $163K | Hold |
927
| – | – | 0.09% | 52 |
|
|
2021
Q4 | $166K | Hold |
927
| – | – | 0.09% | 53 |
|
|
2021
Q3 | $157K | Hold |
927
| – | – | 0.1% | 52 |
|
|
2021
Q2 | $161K | Buy |
927
+8
| +0.9% | +$1.39K | 0.1% | 50 |
|
|
2021
Q1 | $152K | Hold |
919
| – | – | 0.1% | 52 |
|
|
2020
Q4 | $131K | Sell |
919
-25
| -3% | -$3.56K | 0.1% | 57 |
|
|
2020
Q3 | $104K | Buy |
+944
| New | +$104K | 0.1% | 58 |
|