Concord Wealth 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
Q2 | $200 | Sell |
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2025
Q1 | $6.71K | Hold |
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|
2024
Q4 | $7.14K | Hold |
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2024
Q3 | $7.23K | Hold |
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|
2024
Q2 | $6.57K | Buy |
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|
2024
Q1 | $6.72K | Hold |
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|
2023
Q4 | $6.3K | Hold |
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|
2023
Q3 | $5.58K | Hold |
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|
2023
Q2 | $5.79K | Sell |
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|
2023
Q1 | $6.51K | Hold |
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|
2022
Q4 | $6.51K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $7K | Buy |
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|
2022
Q1 | $7K | Hold |
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|
2021
Q4 | $7K | Buy |
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|
2021
Q3 | $6K | Sell |
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|
2021
Q2 | $18K | Sell |
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|
2021
Q1 | $24K | Sell |
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|
2020
Q4 | $23K | Buy |
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