Dopkins 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 | $914K | Sell |
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|
2025
Q2 | $873K | Sell |
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|
2025
Q1 | $894K | Buy |
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|
2024
Q4 | $594K | Buy |
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|
2024
Q3 | $536K | Sell |
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|
2024
Q2 | $546K | Buy |
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|
2024
Q1 | $567K | Buy |
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|
2023
Q4 | $506K | Sell |
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|
2023
Q3 | $471K | Buy |
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|
2023
Q2 | $462K | Sell |
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|
2023
Q1 | $489K | Buy |
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|
2022
Q4 | $487K | Buy |
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|
2022
Q3 | $437K | Buy |
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|
2022
Q2 | $454K | Buy |
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|
2022
Q1 | $531K | Buy |
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|
2021
Q4 | $538K | Buy |
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