Bradley & Co Private 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 | $98.7K | Hold |
506
| – | – | 0.06% | 57 |
|
|
2025
Q1 | $94.3K | Hold |
506
| – | – | 0.06% | 57 |
|
|
2024
Q4 | $100K | Buy |
+506
| New | +$100K | 0.06% | 54 |
|
|
2024
Q2 | $92.4K | Hold |
506
| – | – | 0.07% | 51 |
|
|
2024
Q1 | $97.1K | Hold |
506
| – | – | 0.08% | 49 |
|
|
2023
Q4 | $91.1K | Hold |
506
| – | – | 0.08% | 42 |
|
|
2023
Q3 | $80.7K | Hold |
506
| – | – | 0.08% | 42 |
|
|
2023
Q2 | $83.7K | Hold |
506
| – | – | 0.08% | 43 |
|
|
2023
Q1 | $80.3K | Hold |
506
| – | – | 0.09% | 41 |
|
|
2022
Q4 | $80.4K | Hold |
506
| – | – | 0.1% | 47 |
|
|
2022
Q3 | $72K | Hold |
506
| – | – | 0.09% | 55 |
|
|
2022
Q2 | $76K | Hold |
506
| – | – | 0.08% | 70 |
|
|
2022
Q1 | $89K | Hold |
506
| – | – | 0.08% | 71 |
|
|
2021
Q4 | $91K | Hold |
506
| – | – | 0.07% | 72 |
|
|
2021
Q3 | $86K | Hold |
506
| – | – | 0.07% | 72 |
|
|
2021
Q2 | $88K | Hold |
506
| – | – | 0.08% | 76 |
|
|
2021
Q1 | $84K | Buy |
+506
| New | +$84K | 0.08% | 77 |
|