EPG 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 | $2.5K | Hold |
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|
2025
Q2 | $2.34K | Sell |
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|
2025
Q1 | $13.7K | Buy |
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|
2024
Q4 | $14.5K | Buy |
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|
2024
Q3 | $2.41K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $2.3K | Hold |
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|
2023
Q4 | $2.11K | Hold |
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|
2023
Q3 | $1.91K | Hold |
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|
2023
Q2 | $1.99K | Sell |
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|
2023
Q1 | $13.3K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $216K | Sell |
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|
2019
Q4 | $514K | Buy |
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