Blue Barn 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 | $2.28M | Buy |
11,710
+20
| +0.2% | +$3.9K | 1.08% | 23 |
|
2025
Q1 | $2.18M | Sell |
11,690
-86
| -0.7% | -$16K | 1.14% | 21 |
|
2024
Q4 | $2.33M | Sell |
11,776
-110
| -0.9% | -$21.8K | 1.23% | 22 |
|
2024
Q3 | $2.39M | Sell |
11,886
-84
| -0.7% | -$16.9K | 1.23% | 20 |
|
2024
Q2 | $2.18M | Sell |
11,970
-173
| -1% | -$31.6K | 1.22% | 22 |
|
2024
Q1 | $2.33M | Sell |
12,143
-202
| -2% | -$38.8K | 1.3% | 21 |
|
2023
Q4 | $2.22M | Sell |
12,345
-139
| -1% | -$25K | 1.32% | 22 |
|
2023
Q3 | $1.99M | Sell |
12,484
-459
| -4% | -$73.2K | 1.31% | 21 |
|
2023
Q2 | $2.14M | Sell |
12,943
-144
| -1% | -$23.8K | 1.39% | 19 |
|
2023
Q1 | $2.08M | Buy |
13,087
+153
| +1% | +$24.3K | 1.29% | 22 |
|
2022
Q4 | $2.05M | Buy |
12,934
+323
| +3% | +$51.3K | 1.35% | 20 |
|
2022
Q3 | $1.81M | Sell |
12,611
-31
| -0.2% | -$4.44K | 1.29% | 18 |
|
2022
Q2 | $1.89M | Sell |
12,642
-376
| -3% | -$56.3K | 1.45% | 16 |
|
2022
Q1 | $2.29M | Buy |
13,018
+527
| +4% | +$92.7K | 1.59% | 15 |
|
2021
Q4 | $2.23M | Sell |
12,491
-330
| -3% | -$59K | 1.51% | 15 |
|
2021
Q3 | $2.17M | Sell |
12,821
-17
| -0.1% | -$2.88K | 1.9% | 14 |
|
2021
Q2 | $2.23M | Buy |
+12,838
| New | +$2.23M | 2.29% | 13 |
|