Clarity Capital Advisors’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 | $1.49M | Buy |
7,664
+1,732
| +29% | +$338K | 0.87% | 27 |
|
|
2025
Q1 | $1.11M | Sell |
5,932
-179
| -3% | -$33.3K | 0.73% | 31 |
|
|
2024
Q4 | $1.21M | Buy |
6,111
+34
| +0.6% | +$6.74K | 0.81% | 30 |
|
|
2024
Q3 | $1.22M | Buy |
6,077
+483
| +9% | +$97K | 0.88% | 27 |
|
|
2024
Q2 | $1.02M | Buy |
5,594
+23
| +0.4% | +$4.2K | 0.79% | 31 |
|
|
2024
Q1 | $1.07M | Buy |
5,571
+499
| +10% | +$95.8K | 0.85% | 30 |
|
|
2023
Q4 | $913K | Buy |
+5,072
| New | +$913K | 0.79% | 31 |
|