DB Wealth Management Group’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
2023
Q4
$67.8K Hold
2023
Q3
$60.1K Sell
2023
Q2
$115K Hold
2023
Q1
$110K Buy
2022
Q4
$69.9K Sell
2022
Q3
$188K Buy
2022
Q2
$179K Buy
2022
Q1
$170K Buy
2021
Q4
$118K Sell
2021
Q3
$233K Buy
2021
Q2
$231K Buy