BetterWealth’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,249
| Closed | -$248K | – | 72 |
|
|
2024
Q4 | $248K | Buy |
1,249
+7
| +0.6% | +$1.39K | 0.07% | 58 |
|
|
2024
Q3 | $249K | Buy |
1,242
+12
| +1% | +$2.41K | 0.07% | 54 |
|
|
2024
Q2 | $225K | Sell |
1,230
-36
| -3% | -$6.57K | 0.07% | 57 |
|
|
2024
Q1 | $243K | Buy |
1,266
+6
| +0.5% | +$1.15K | 0.08% | 56 |
|
|
2023
Q4 | $227K | Buy |
+1,260
| New | +$227K | 0.08% | 56 |
|
|
2023
Q3 | – | Sell |
-1,246
| Closed | -$206K | – | 50 |
|
|
2023
Q2 | $206K | Buy |
+1,246
| New | +$206K | 0.08% | 44 |
|
|
2022
Q2 | – | Sell |
-1,212
| Closed | -$213K | – | 46 |
|
|
2022
Q1 | $213K | Buy |
1,212
+4
| +0.3% | +$703 | 0.29% | 32 |
|
|
2021
Q4 | $216K | Buy |
+1,208
| New | +$216K | 0.15% | 38 |
|