Caitlin John’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 | $788K | Buy |
4,041
+281
| +7% | +$54.8K | 0.72% | 54 |
|
|
2025
Q1 | $700K | Buy |
3,760
+1
| +0% | +$186 | 0.69% | 41 |
|
|
2024
Q4 | $745K | Hold |
3,759
| – | – | 0.49% | 52 |
|
|
2024
Q3 | $791K | Buy |
3,759
+31
| +0.8% | +$6.52K | 0.49% | 56 |
|
|
2024
Q2 | $680K | Sell |
3,728
-2
| -0.1% | -$365 | 0.49% | 55 |
|
|
2024
Q1 | $716K | Sell |
3,730
-226
| -6% | -$43.4K | 0.53% | 50 |
|
|
2023
Q4 | $712K | Buy |
+3,956
| New | +$712K | 0.58% | 48 |
|