BWA
BlueSky Wealth Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.71M | Buy |
19,017
+3,990
| +27% | +$778K | 0.54% | 29 |
|
|
2025
Q1 | $2.8M | Buy |
15,027
+1,379
| +10% | +$257K | 0.43% | 31 |
|
|
2024
Q4 | $2.7M | Sell |
13,648
-1
| -0% | -$198 | 0.42% | 31 |
|
|
2024
Q3 | $2.74M | Buy |
13,649
+8
| +0.1% | +$1.61K | 0.43% | 31 |
|
|
2024
Q2 | $2.49M | Buy |
+13,641
| New | +$2.49M | 0.42% | 31 |
|
|
2024
Q1 | – | Sell |
-12,626
| Closed | -$2.27M | – | 57 |
|
|
2023
Q4 | $2.27M | Buy |
12,626
+2,493
| +25% | +$449K | 0.42% | 30 |
|
|
2023
Q3 | $1.62M | Sell |
10,133
-341
| -3% | -$54.4K | 0.33% | 32 |
|
|
2023
Q2 | $1.73M | Sell |
10,474
-582
| -5% | -$96.3K | 0.35% | 32 |
|
|
2023
Q1 | $1.76M | Sell |
11,056
-607
| -5% | -$96.4K | 0.36% | 32 |
|
|
2022
Q4 | $1.85M | Sell |
11,663
-1,935
| -14% | -$307K | 0.41% | 31 |
|
|
2022
Q3 | $1.95M | Buy |
13,598
+5,285
| +64% | +$758K | 0.45% | 30 |
|
|
2022
Q2 | $1.25M | Sell |
8,313
-875
| -10% | -$131K | 0.28% | 35 |
|
|
2022
Q1 | $1.62M | Buy |
9,188
+7,564
| +466% | +$1.33M | 0.31% | 34 |
|
|
2021
Q4 | $290K | Buy |
+1,624
| New | +$290K | 0.05% | 61 |
|