Capasso Planning 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 | $429K | Sell |
|
|||||
|
2025
Q2 | $440K | Sell |
|
|||||
|
2025
Q1 | $609K | Sell |
|
|||||
|
2024
Q4 | $778K | Sell |
|
|||||
|
2024
Q3 | $1.13M | Sell |
|
|||||
|
2024
Q2 | $1.27M | Buy |
|
|||||
|
2024
Q1 | $612K | Buy |
|
|||||
|
2023
Q4 | $520K | Sell |
|
|||||
|
2023
Q3 | $487K | Sell |
|
|||||
|
2023
Q2 | $587K | Buy |
|
|||||
|
2023
Q1 | $541K | Sell |
|
|||||
|
2022
Q4 | $598K | Sell |
|
|||||
|
2022
Q3 | $564K | Buy |
|