Bradley & Co Private Wealth Management’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
$106K Hold
2025
Q2
$98.7K Hold
2025
Q1
$94.3K Hold
2024
Q4
$100K Buy
2024
Q2
$92.4K Hold
2024
Q1
$97.1K Hold
2023
Q4
$91.1K Hold
2023
Q3
$80.7K Hold
2023
Q2
$83.7K Hold
2023
Q1
$80.3K Hold
2022
Q4
$80.4K Hold
2022
Q3
$72K Hold
2022
Q2
$76K Hold
2022
Q1
$89K Hold
2021
Q4
$91K Hold
2021
Q3
$86K Hold
2021
Q2
$88K Hold
2021
Q1
$84K Buy