BSW Wealth Partners’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 | $1.7M | Buy |
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|
2025
Q2 | $1.51M | Buy |
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|
2025
Q1 | $1.11M | Sell |
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|
2024
Q4 | $1.2M | Buy |
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|
2024
Q3 | $1.12M | Buy |
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|
2024
Q2 | $1,000K | Buy |
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|
2024
Q1 | $959K | Buy |
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|
2023
Q4 | $737K | Buy |
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|
2023
Q3 | $564K | Buy |
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|
2023
Q2 | $545K | Buy |
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|
2023
Q1 | $456K | Sell |
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|
2022
Q4 | $720K | Sell |
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|
2022
Q3 | $899K | Sell |
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|
2022
Q2 | $1.02M | Sell |
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|
2022
Q1 | $1.86M | Buy |
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|
2021
Q4 | $1.71M | Sell |
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|
2021
Q3 | $1.64M | Sell |
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|
2021
Q2 | $1.73M | Sell |
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|
2021
Q1 | $2.12M | Buy |
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|
2020
Q4 | $1.59M | Sell |
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|
2020
Q3 | $1.33M | Buy |
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|
2020
Q2 | $978K | Sell |
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|
2020
Q1 | $829K | Buy |
|