BWM
Benchmark 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
Q2 | $334K | Sell |
1,712
-125
| -7% | -$24.4K | 0.15% | 55 |
|
|
2025
Q1 | $342K | Buy |
1,837
+5
| +0.3% | +$932 | 0.17% | 50 |
|
|
2024
Q4 | $363K | Buy |
1,832
+5
| +0.3% | +$991 | 0.18% | 38 |
|
|
2024
Q3 | $367K | Buy |
1,827
+207
| +13% | +$41.6K | 0.18% | 37 |
|
|
2024
Q2 | $296K | Hold |
1,620
| – | – | 0.16% | 44 |
|
|
2024
Q1 | $311K | Buy |
1,620
+3
| +0.2% | +$576 | 0.17% | 41 |
|
|
2023
Q4 | $291K | Buy |
1,617
+5
| +0.3% | +$900 | 0.17% | 40 |
|
|
2023
Q3 | $257K | Buy |
1,612
+2
| +0.1% | +$319 | 0.16% | 43 |
|
|
2023
Q2 | $266K | Hold |
1,610
| – | – | 0.16% | 41 |
|
|
2023
Q1 | $253K | Hold |
1,610
| – | – | 0.16% | 45 |
|
|
2022
Q4 | $256K | Sell |
1,610
-81
| -5% | -$12.9K | 0.18% | 44 |
|
|
2022
Q3 | $242K | Hold |
1,691
| – | – | 0.19% | 42 |
|
|
2022
Q2 | $253K | Buy |
1,691
+17
| +1% | +$2.54K | 0.19% | 40 |
|
|
2022
Q1 | $295K | Buy |
1,674
+455
| +37% | +$80.2K | 0.2% | 38 |
|
|
2021
Q4 | $218K | Buy |
+1,219
| New | +$218K | 0.14% | 47 |
|