Core Wealth Partners’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 | $209K | Buy |
+1,073
| New | +$209K | 0.11% | 162 |
|
|
2025
Q1 | – | Sell |
-1,073
| Closed | -$213K | – | 177 |
|
|
2024
Q4 | $213K | Hold |
1,073
| – | – | 0.12% | 156 |
|
|
2024
Q3 | $215K | Buy |
+1,073
| New | +$215K | 0.13% | 153 |
|
|
2024
Q2 | – | Sell |
-1,073
| Closed | -$206K | – | 154 |
|
|
2024
Q1 | $206K | Buy |
+1,073
| New | +$206K | 0.16% | 133 |
|