BIP Wealth’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
Q2 | $4.79M | Buy |
24,541
+1,570
| +7% | +$306K | 0.29% | 47 |
|
|
2025
Q1 | $4.28M | Buy |
22,971
+4,255
| +23% | +$793K | 0.28% | 46 |
|
|
2024
Q4 | $3.71M | Buy |
18,716
+1,259
| +7% | +$250K | 0.25% | 47 |
|
|
2024
Q3 | $3.51M | Buy |
17,457
+4,234
| +32% | +$850K | 0.24% | 46 |
|
|
2024
Q2 | $2.41M | Sell |
13,223
-5,729
| -30% | -$1.05M | 0.2% | 51 |
|
|
2024
Q1 | $3.64M | Buy |
18,952
+744
| +4% | +$143K | 0.27% | 45 |
|
|
2023
Q4 | $3.28M | Buy |
18,208
+2,920
| +19% | +$526K | 0.26% | 45 |
|
|
2023
Q3 | $2.44M | Sell |
15,288
-3,687
| -19% | -$588K | 0.22% | 46 |
|
|
2023
Q2 | $3.14M | Sell |
18,975
-836
| -4% | -$138K | 0.26% | 42 |
|
|
2023
Q1 | $3.15M | Buy |
+19,811
| New | +$3.15M | 0.35% | 43 |
|