Defined Wealth Management’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
Q3 | $234K | Sell |
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|
2025
Q2 | $232K | Hold |
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|
2025
Q1 | $221K | Sell |
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|
2024
Q4 | $256K | Sell |
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|
2024
Q3 | $261K | Hold |
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|
2024
Q2 | $237K | Sell |
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|
2024
Q1 | $250K | Sell |
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|
2023
Q4 | $353K | Buy |
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|
2023
Q3 | $299K | Buy |
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|
2023
Q2 | $294K | Buy |
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|
2023
Q1 | $277K | Sell |
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|
2022
Q4 | $1.26M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $47K | Buy |
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