Brown 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 | $2.51M | Sell |
12,861
-6,873
| -35% | -$1.34M | 0.78% | 34 |
|
|
2025
Q1 | $3.68M | Buy |
19,734
+4,198
| +27% | +$782K | 1.26% | 19 |
|
|
2024
Q4 | $3.08M | Buy |
15,536
+406
| +3% | +$80.5K | 1.09% | 22 |
|
|
2024
Q3 | $3.04M | Sell |
15,130
-154
| -1% | -$30.9K | 1.1% | 22 |
|
|
2024
Q2 | $2.79M | Buy |
15,284
+3,298
| +28% | +$602K | 1.12% | 22 |
|
|
2024
Q1 | $2.3M | Buy |
11,986
+171
| +1% | +$32.8K | 0.95% | 25 |
|
|
2023
Q4 | $2.13M | Sell |
11,815
-2,024
| -15% | -$364K | 0.94% | 26 |
|
|
2023
Q3 | $2.21M | Buy |
13,839
+2,994
| +28% | +$478K | 1.05% | 23 |
|
|
2023
Q2 | $1.79M | Buy |
+10,845
| New | +$1.79M | 0.93% | 27 |
|