DWS
Discipline Wealth Solutions’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.56M | Buy |
13,118
+8,026
| +158% | +$1.57M | 0.98% | 20 |
|
|
2025
Q1 | $949K | Sell |
5,092
-920
| -15% | -$171K | 0.45% | 32 |
|
|
2024
Q4 | $1.19M | Sell |
6,012
-657
| -10% | -$130K | 0.55% | 27 |
|
|
2024
Q3 | $1.34M | Buy |
6,669
+1,708
| +34% | +$343K | 0.71% | 23 |
|
|
2024
Q2 | $906K | Buy |
4,961
+2,714
| +121% | +$495K | 0.71% | 13 |
|
|
2024
Q1 | $427K | Sell |
2,247
-1,198
| -35% | -$228K | 0.4% | 16 |
|
|
2023
Q4 | $609K | Buy |
+3,445
| New | +$609K | 0.61% | 16 |
|