Evergreen Private Wealth’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 | $3.37M | Buy |
17,281
+1,027
| +6% | +$200K | 1.41% | 28 |
|
|
2025
Q1 | $3.03M | Buy |
16,254
+258
| +2% | +$48.1K | 1.42% | 35 |
|
|
2024
Q4 | $3.17M | Sell |
15,996
-42
| -0.3% | -$8.32K | 1.49% | 29 |
|
|
2024
Q3 | $3.22M | Buy |
16,038
+150
| +0.9% | +$30.1K | 1.49% | 29 |
|
|
2024
Q2 | $2.9M | Buy |
15,888
+233
| +1% | +$42.5K | 1.43% | 32 |
|
|
2024
Q1 | $3M | Sell |
15,655
-4,211
| -21% | -$808K | 1.5% | 27 |
|
|
2023
Q4 | $3.58M | Buy |
+19,866
| New | +$3.58M | 1.93% | 22 |
|