BBJS Financial Advisors’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
2024
Q3
$16.7M Buy
2024
Q2
$15.1M Sell
2024
Q1
$16.6M Buy
2023
Q4
$14M Buy
2023
Q3
$12M Buy
2023
Q2
$11.6M Sell
2023
Q1
$11.2M Sell
2022
Q4
$11.3M Buy