Benchmark 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 | $334K | Sell |
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|
2025
Q1 | $342K | Buy |
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|
2024
Q4 | $363K | Buy |
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|
2024
Q3 | $367K | Buy |
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|
2024
Q2 | $296K | Hold |
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|
2024
Q1 | $311K | Buy |
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|
2023
Q4 | $291K | Buy |
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|
2023
Q3 | $257K | Buy |
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|
2023
Q2 | $266K | Hold |
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|
2023
Q1 | $253K | Hold |
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|
2022
Q4 | $256K | Sell |
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|
2022
Q3 | $242K | Hold |
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|
2022
Q2 | $253K | Buy |
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|
2022
Q1 | $295K | Buy |
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|
2021
Q4 | $218K | Buy |
|