Dougherty Wealth Advisers’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 | $887K | Hold |
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|
2025
Q2 | $829K | Hold |
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|
2025
Q1 | $792K | Hold |
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|
2024
Q4 | $842K | Hold |
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|
2024
Q3 | $854K | Hold |
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|
2024
Q2 | $776K | Hold |
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|
2024
Q1 | $816K | Hold |
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|
2023
Q4 | $765K | Hold |
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|
2023
Q3 | $678K | Hold |
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|
2023
Q2 | $703K | Hold |
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|
2023
Q1 | $675K | Hold |
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|
2022
Q4 | $675K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $6K | Hold |
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|
2021
Q4 | $6K | Buy |
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|
2021
Q3 | $5K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $12K | Hold |
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|
2019
Q1 | $12K | Hold |
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|
2018
Q4 | $12K | Buy |
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