DHJJ Financial 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 | $73.6K | Sell |
378
-5
| -1% | -$974 | 0.03% | 290 |
|
|
2025
Q1 | $71.3K | Sell |
383
-46
| -11% | -$8.56K | 0.03% | 269 |
|
|
2024
Q4 | $85K | Sell |
429
-13
| -3% | -$2.58K | 0.03% | 241 |
|
|
2024
Q3 | $88.7K | Sell |
442
-2
| -0.5% | -$401 | 0.04% | 235 |
|
|
2024
Q2 | $81K | Buy |
444
+422
| +1,918% | +$77K | 0.03% | 227 |
|
|
2024
Q1 | $4.22K | Hold |
22
| – | – | ﹤0.01% | 511 |
|
|
2023
Q4 | $3.96K | Sell |
22
-42
| -66% | -$7.56K | ﹤0.01% | 508 |
|
|
2023
Q3 | $10.1K | Buy |
+64
| New | +$10.1K | 0.01% | 434 |
|