Evergreen 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 | $1.49M | Sell |
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|
2025
Q2 | $1.39M | Sell |
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|
2025
Q1 | $1.36M | Sell |
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|
2024
Q4 | $4.15M | Buy |
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|
2024
Q3 | $4.06M | Buy |
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|
2024
Q2 | $3.52M | Hold |
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|
2024
Q1 | $3.7M | Hold |
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|
2023
Q4 | $3.47M | Buy |
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|
2023
Q3 | $3.01M | Sell |
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|
2023
Q2 | $3.34M | Buy |
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|
2023
Q1 | $2.58M | Buy |
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|
2022
Q4 | $1.92M | Buy |
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