Coastwise Capital Group’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 | $344K | Hold |
1,766
| – | – | 0.27% | 81 |
|
|
2025
Q1 | $329K | Buy |
1,766
+66
| +4% | +$12.3K | 0.28% | 85 |
|
|
2024
Q4 | $337K | Buy |
1,700
+186
| +12% | +$36.9K | 0.27% | 84 |
|
|
2024
Q3 | $304K | Buy |
1,514
+186
| +14% | +$37.3K | 0.25% | 96 |
|
|
2024
Q2 | $242K | Sell |
1,328
-4
| -0.3% | -$730 | 0.23% | 98 |
|
|
2024
Q1 | $256K | Buy |
1,332
+107
| +9% | +$20.5K | 0.24% | 99 |
|
|
2023
Q4 | $220K | Buy |
+1,225
| New | +$220K | 0.22% | 103 |
|