Carolinas Wealth Consulting’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
Q2 | – | Sell |
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|
2025
Q1 | $423K | Sell |
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|
2024
Q4 | $767K | Buy |
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|
2024
Q3 | $774K | Buy |
|
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|
2024
Q2 | $690K | Buy |
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|
2024
Q1 | $722K | Buy |
|
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|
2023
Q4 | $674K | Buy |
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|
2023
Q3 | $566K | Buy |
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|
2023
Q2 | $614K | Buy |
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|
2023
Q1 | $587K | Buy |
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|
2022
Q4 | $584K | Buy |
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|
2022
Q3 | $525K | Buy |
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|
2022
Q2 | $546K | Buy |
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|
2022
Q1 | $639K | Buy |
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|
2021
Q4 | $648K | Buy |
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|
2021
Q3 | $610K | Buy |
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|
2021
Q2 | $601K | Buy |
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|
2021
Q1 | $567K | Buy |
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|
2020
Q4 | $443K | Buy |
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|
2020
Q3 | $331K | Buy |
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|
2020
Q2 | $319K | Buy |
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|
2020
Q1 | $249K | Buy |
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|
2019
Q4 | $71K | Buy |
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