Brass Tax 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 | $635K | Sell |
3,258
-6
| -0.2% | -$1.17K | 0.12% | 89 |
|
|
2025
Q1 | $608K | Sell |
3,264
-27
| -0.8% | -$5.03K | 0.13% | 86 |
|
|
2024
Q4 | $652K | Buy |
3,291
+6
| +0.2% | +$1.19K | 0.14% | 80 |
|
|
2024
Q3 | $660K | Buy |
3,285
+120
| +4% | +$24.1K | 0.14% | 75 |
|
|
2024
Q2 | $578K | Sell |
3,165
-28
| -0.9% | -$5.11K | 0.25% | 57 |
|
|
2024
Q1 | $613K | Buy |
+3,193
| New | +$613K | 0.32% | 45 |
|