Baron Financial Group’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
Q1
Sell
2024
Q4
$210K Buy
2022
Q3
Sell
2022
Q2
$131K Sell
2022
Q1
$163K Hold
2021
Q4
$166K Hold
2021
Q3
$157K Hold
2021
Q2
$161K Buy
2021
Q1
$152K Hold
2020
Q4
$131K Sell
2020
Q3
$104K Buy