EFG
Embree Financial Group’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 | $767K | Sell |
3,932
-3
| -0.1% | -$585 | 0.12% | 109 |
|
|
2025
Q1 | $733K | Buy |
3,935
+6
| +0.2% | +$1.12K | 0.12% | 106 |
|
|
2024
Q4 | $779K | Buy |
3,929
+1
| +0% | +$198 | 0.13% | 96 |
|
|
2024
Q3 | $789K | Buy |
3,928
+6
| +0.2% | +$1.21K | 0.14% | 91 |
|
|
2024
Q2 | $716K | Sell |
3,922
-83
| -2% | -$15.2K | 0.14% | 90 |
|
|
2024
Q1 | $769K | Buy |
4,005
+2,106
| +111% | +$404K | 0.15% | 88 |
|
|
2023
Q4 | $342K | Buy |
+1,899
| New | +$342K | 0.07% | 136 |
|