Crewe 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 | $140K | Buy |
716
+22
| +3% | +$4.29K | 0.02% | 188 |
|
|
2025
Q1 | $129K | Hold |
694
| – | – | 0.02% | 173 |
|
|
2024
Q4 | $138K | Hold |
694
| – | – | 0.02% | 172 |
|
|
2024
Q3 | $139K | Buy |
694
+3
| +0.4% | +$602 | 0.02% | 189 |
|
|
2024
Q2 | $126K | Hold |
691
| – | – | 0.01% | 238 |
|
|
2024
Q1 | $133K | Sell |
691
-3
| -0.4% | -$576 | 0.02% | 230 |
|
|
2023
Q4 | $125K | Buy |
694
+393
| +131% | +$70.7K | 0.02% | 91 |
|
|
2023
Q3 | $48K | Buy |
301
+79
| +36% | +$12.6K | 0.01% | 143 |
|
|
2023
Q2 | $36.7K | Hold |
222
| – | – | 0.01% | 295 |
|
|
2023
Q1 | $35.2K | Buy |
222
+209
| +1,608% | +$33.2K | 0.01% | 352 |
|
|
2022
Q4 | $2.06K | Buy |
+13
| New | +$2.06K | ﹤0.01% | 836 |
|