BCS Wealth Management’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
Q2 | $772K | Buy |
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|
2025
Q1 | $663K | Sell |
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|
2024
Q4 | $1.03M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.02M | Buy |
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|
2023
Q4 | $953K | Sell |
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|
2023
Q3 | $972K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.09M | Buy |
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|
2022
Q4 | $972K | Sell |
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|
2022
Q3 | $933K | Buy |
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|
2022
Q2 | $969K | Buy |
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|
2022
Q1 | $1.1M | Sell |
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|
2021
Q4 | $1.17M | Buy |
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|
2021
Q3 | $1.08M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.03M | Sell |
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|
2020
Q4 | $925K | Sell |
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|
2020
Q3 | $763K | Sell |
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|
2020
Q2 | $820K | Sell |
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|
2020
Q1 | $753K | Buy |
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|
2019
Q4 | $864K | Buy |
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