Bruce G. Allen Investments’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 | $1.03M | Sell |
5,279
-207
| -4% | -$40.4K | 0.78% | 16 |
|
|
2025
Q1 | $1.02M | Buy |
5,486
+1,015
| +23% | +$189K | 0.81% | 14 |
|
|
2024
Q4 | $886K | Buy |
4,471
+1,759
| +65% | +$349K | 0.72% | 17 |
|
|
2024
Q3 | $544K | Buy |
2,712
+2,227
| +459% | +$447K | 0.42% | 34 |
|
|
2024
Q2 | $88.6K | Buy |
485
+21
| +5% | +$3.84K | 0.07% | 163 |
|
|
2024
Q1 | $89.1K | Buy |
464
+422
| +1,005% | +$81.1K | 0.07% | 168 |
|
|
2023
Q4 | $7.56K | Buy |
+42
| New | +$7.56K | 0.01% | 532 |
|