BigSur 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
Q3 | $1.57M | Hold |
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|
2025
Q2 | $1.46M | Hold |
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|
2025
Q1 | $1.39M | Hold |
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|
2024
Q4 | $1.48M | Hold |
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|
2024
Q3 | $1.5M | Hold |
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|
2024
Q2 | $1.37M | Hold |
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|
2024
Q1 | $1.43M | Buy |
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|
2023
Q4 | $570K | Buy |
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|
2023
Q3 | $503K | Buy |
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|
2023
Q2 | $519K | Sell |
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|
2023
Q1 | $1.16M | Sell |
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|
2022
Q4 | $3.03M | Buy |
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|
2022
Q3 | $2.73M | Buy |
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|
2022
Q2 | $2.85M | Buy |
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|
2022
Q1 | $3.35M | Buy |
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|
2021
Q4 | $3.15M | Buy |
|