BWS
BCR Wealth Strategies’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,056
| Closed | -$209K | – | 27 |
|
|
2024
Q4 | $209K | Buy |
+1,056
| New | +$209K | 0.1% | 25 |
|
|
2022
Q4 | – | Sell |
-289
| Closed | -$41K | – | 92 |
|
|
2022
Q3 | $41K | Hold |
289
| – | – | 0.04% | 46 |
|
|
2022
Q2 | $43K | Hold |
289
| – | – | 0.04% | 45 |
|
|
2022
Q1 | $51K | Hold |
289
| – | – | 0.05% | 44 |
|
|
2021
Q4 | $52K | Buy |
+289
| New | +$52K | 0.05% | 43 |
|