Destiny 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
Q3 | $685K | Buy |
|
|||||
|
2025
Q2 | $623K | Buy |
|
|||||
|
2025
Q1 | $250K | Hold |
|
|||||
|
2024
Q4 | $266K | Buy |
|
|||||
|
2024
Q3 | $239K | Hold |
|
|||||
|
2024
Q2 | $217K | Sell |
|
|||||
|
2024
Q1 | $396K | Hold |
|
|||||
|
2023
Q4 | $361K | Hold |
|
|||||
|
2023
Q3 | $329K | Hold |
|
|||||
|
2023
Q2 | $354K | Hold |
|
|||||
|
2023
Q1 | $328K | Buy |
|
|||||
|
2022
Q4 | $306K | Buy |
|
|||||
|
2022
Q3 | $250K | Hold |
|
|||||
|
2022
Q2 | $262K | Hold |
|
|||||
|
2022
Q1 | $307K | Buy |
|
|||||
|
2021
Q4 | $209K | Buy |
|
|||||
|
2021
Q3 | $100K | Buy |
|