ERn Financial LLC’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 | $581K | Hold |
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|
2025
Q2 | $543K | Sell |
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|
2025
Q1 | $519K | Buy |
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|
2024
Q4 | $549K | Hold |
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|
2024
Q3 | $556K | Hold |
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|
2024
Q2 | $505K | Hold |
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|
2024
Q1 | $531K | Hold |
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|
2023
Q4 | $481K | Buy |
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|
2023
Q3 | $417K | Hold |
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|
2023
Q2 | $433K | Buy |
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|
2023
Q1 | $390K | Buy |
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|
2022
Q4 | $390K | Buy |
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|
2022
Q3 | $352K | Buy |
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|
2022
Q2 | $368K | Buy |
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|
2022
Q1 | $425K | Sell |
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|
2021
Q4 | $436K | Buy |
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|
2021
Q3 | $412K | Buy |
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|
2021
Q2 | $409K | Sell |
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|
2021
Q1 | $410K | Sell |
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|
2020
Q4 | $370K | Buy |
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|
2020
Q3 | $261K | Buy |
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|
2020
Q2 | $243K | Sell |
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|
2020
Q1 | $208K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $488K | Hold |
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|
2018
Q4 | $420K | Buy |
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