BHWM
Beaird Harris Wealth Management’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 | $1.88M | Buy |
10,090
+85
| +0.8% | +$15.8K | 0.16% | 53 |
|
|
2024
Q4 | $1.98M | Sell |
10,005
-73
| -0.7% | -$14.5K | 0.17% | 50 |
|
|
2024
Q3 | $2.02M | Sell |
10,078
-148
| -1% | -$29.7K | 0.18% | 47 |
|
|
2024
Q2 | $1.87M | Sell |
10,226
-371
| -4% | -$67.7K | 0.18% | 49 |
|
|
2024
Q1 | $2.03M | Sell |
10,597
-250
| -2% | -$48K | 0.2% | 44 |
|
|
2023
Q4 | $1.95M | Buy |
10,847
+76
| +0.7% | +$13.7K | 0.2% | 44 |
|
|
2023
Q3 | $1.72M | Sell |
10,771
-133
| -1% | -$21.2K | 0.21% | 40 |
|
|
2023
Q2 | $1.8M | Sell |
10,904
-12
| -0.1% | -$1.99K | 0.22% | 38 |
|
|
2023
Q1 | $1.73M | Buy |
10,916
+79
| +0.7% | +$12.5K | 0.31% | 34 |
|
|
2022
Q4 | $1.72M | Sell |
10,837
-948
| -8% | -$151K | 0.32% | 33 |
|
|
2022
Q3 | $1.69M | Sell |
11,785
-250
| -2% | -$35.9K | 0.37% | 31 |
|
|
2022
Q2 | $1.8M | Buy |
12,035
+498
| +4% | +$74.6K | 0.5% | 24 |
|
|
2022
Q1 | $2.03M | Sell |
11,537
-5
| -0% | -$880 | 0.73% | 23 |
|
|
2021
Q4 | $2.06M | Buy |
+11,542
| New | +$2.06M | 0.75% | 18 |
|