Echo45 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 | $3.24M | Buy |
16,606
+394
| +2% | +$76.8K | 2.04% | 16 |
|
|
2025
Q1 | $3.02M | Buy |
16,212
+244
| +2% | +$45.5K | 2.02% | 15 |
|
|
2024
Q4 | $3.18M | Buy |
15,968
+1,285
| +9% | +$256K | 2.09% | 16 |
|
|
2024
Q3 | $2.95M | Buy |
14,683
+616
| +4% | +$124K | 1.92% | 17 |
|
|
2024
Q2 | $2.57M | Sell |
14,067
-1,537
| -10% | -$281K | 1.8% | 17 |
|
|
2024
Q1 | $2.99M | Buy |
15,604
+118
| +0.8% | +$22.6K | 2.15% | 14 |
|
|
2023
Q4 | $2.79M | Buy |
15,486
+1,603
| +12% | +$288K | 2.14% | 15 |
|
|
2023
Q3 | $2.21M | Buy |
13,883
+11
| +0.1% | +$1.75K | 1.88% | 14 |
|
|
2023
Q2 | $2.29M | Buy |
13,872
+496
| +4% | +$82K | 1.89% | 15 |
|
|
2023
Q1 | $2.12M | Buy |
13,376
+1,925
| +17% | +$306K | 1.76% | 15 |
|
|
2022
Q4 | $1.82M | Buy |
11,451
+585
| +5% | +$92.9K | 1.63% | 13 |
|
|
2022
Q3 | $1.56M | Buy |
10,866
+990
| +10% | +$142K | 1.58% | 14 |
|
|
2022
Q2 | $1.48M | Buy |
9,876
+2,415
| +32% | +$362K | 1.4% | 14 |
|
|
2022
Q1 | $1.31M | Buy |
7,461
+2,856
| +62% | +$503K | 1.03% | 17 |
|
|
2021
Q4 | $824K | Buy |
+4,605
| New | +$824K | 0.66% | 26 |
|