BlueSky Wealth Advisors’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 | $3.73M | Sell |
|
|||||
|
2025
Q2 | $3.71M | Buy |
|
|||||
|
2025
Q1 | $2.8M | Buy |
|
|||||
|
2024
Q4 | $2.7M | Sell |
|
|||||
|
2024
Q3 | $2.74M | Buy |
|
|||||
|
2024
Q2 | $2.49M | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $2.27M | Buy |
|
|||||
|
2023
Q3 | $1.62M | Sell |
|
|||||
|
2023
Q2 | $1.73M | Sell |
|
|||||
|
2023
Q1 | $1.76M | Sell |
|
|||||
|
2022
Q4 | $1.85M | Sell |
|
|||||
|
2022
Q3 | $1.95M | Buy |
|
|||||
|
2022
Q2 | $1.25M | Sell |
|
|||||
|
2022
Q1 | $1.62M | Buy |
|
|||||
|
2021
Q4 | $290K | Buy |
|