Destiny 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 | $623K | Buy |
3,194
+1,853
| +138% | +$361K | 0.08% | 106 |
|
|
2025
Q1 | $250K | Hold |
1,341
| – | – | 0.04% | 143 |
|
|
2024
Q4 | $266K | Buy |
1,341
+151
| +13% | +$29.9K | 0.04% | 141 |
|
|
2024
Q3 | $239K | Hold |
1,190
| – | – | 0.04% | 147 |
|
|
2024
Q2 | $217K | Sell |
1,190
-873
| -42% | -$159K | 0.04% | 151 |
|
|
2024
Q1 | $396K | Hold |
2,063
| – | – | 0.07% | 109 |
|
|
2023
Q4 | $361K | Hold |
2,063
| – | – | 0.07% | 117 |
|
|
2023
Q3 | $329K | Hold |
2,063
| – | – | 0.07% | 124 |
|
|
2023
Q2 | $354K | Hold |
2,063
| – | – | 0.07% | 120 |
|
|
2023
Q1 | $328K | Buy |
2,063
+135
| +7% | +$21.4K | 0.07% | 126 |
|
|
2022
Q4 | $306K | Buy |
1,928
+182
| +10% | +$28.9K | 0.07% | 149 |
|
|
2022
Q3 | $250K | Hold |
1,746
| – | – | 0.06% | 171 |
|
|
2022
Q2 | $262K | Hold |
1,746
| – | – | 0.06% | 135 |
|
|
2022
Q1 | $307K | Buy |
1,746
+578
| +49% | +$102K | 0.06% | 130 |
|
|
2021
Q4 | $209K | Buy |
1,168
+578
| +98% | +$103K | 0.04% | 169 |
|
|
2021
Q3 | $100K | Buy |
+590
| New | +$100K | 0.02% | 213 |
|