BKM Wealth Management’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 | $984K | Buy |
5,046
+232
| +5% | +$45.2K | 0.38% | 69 |
|
|
2025
Q1 | $897K | Buy |
4,814
+448
| +10% | +$83.5K | 0.37% | 70 |
|
|
2024
Q4 | $865K | Sell |
4,366
-80
| -2% | -$15.9K | 0.36% | 73 |
|
|
2024
Q3 | $893K | Buy |
4,446
+308
| +7% | +$61.9K | 0.36% | 75 |
|
|
2024
Q2 | $755K | Buy |
4,138
+417
| +11% | +$76.1K | 0.36% | 81 |
|
|
2024
Q1 | $714K | Buy |
3,721
+73
| +2% | +$14K | 0.31% | 84 |
|
|
2023
Q4 | $657K | Buy |
+3,648
| New | +$657K | 0.28% | 85 |
|