EPG Wealth Management’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 | $2.34K | Sell |
12
-62
| -84% | -$12.1K | ﹤0.01% | 304 |
|
|
2025
Q1 | $13.7K | Buy |
74
+1
| +1% | +$186 | ﹤0.01% | 346 |
|
|
2024
Q4 | $14.5K | Buy |
73
+61
| +508% | +$12.1K | ﹤0.01% | 354 |
|
|
2024
Q3 | $2.41K | Buy |
+12
| New | +$2.41K | ﹤0.01% | 409 |
|
|
2024
Q2 | – | Sell |
-12
| Closed | -$2.3K | – | 432 |
|
|
2024
Q1 | $2.3K | Hold |
12
| – | – | ﹤0.01% | 431 |
|
|
2023
Q4 | $2.11K | Hold |
12
| – | – | ﹤0.01% | 410 |
|
|
2023
Q3 | $1.91K | Hold |
12
| – | – | ﹤0.01% | 407 |
|
|
2023
Q2 | $1.99K | Sell |
12
-72
| -86% | -$11.9K | ﹤0.01% | 398 |
|
|
2023
Q1 | $13.3K | Buy |
+84
| New | +$13.3K | ﹤0.01% | 353 |
|
|
2020
Q2 | – | Sell |
-2,427
| Closed | -$216K | – | 739 |
|
|
2020
Q1 | $216K | Sell |
2,427
-1,325
| -35% | -$118K | 0.16% | 116 |
|
|
2019
Q4 | $514K | Buy |
+3,752
| New | +$514K | 0.38% | 47 |
|