Evergreen 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 | $1.39M | Sell |
7,133
-162
| -2% | -$31.6K | 0.78% | 38 |
|
|
2025
Q1 | $1.36M | Sell |
7,295
-13,634
| -65% | -$2.54M | 0.81% | 37 |
|
|
2024
Q4 | $4.15M | Buy |
20,929
+708
| +4% | +$140K | 2.45% | 15 |
|
|
2024
Q3 | $4.06M | Buy |
20,221
+933
| +5% | +$187K | 2.44% | 15 |
|
|
2024
Q2 | $3.52M | Hold |
19,288
| – | – | 2.33% | 16 |
|
|
2024
Q1 | $3.7M | Hold |
19,288
| – | – | 2.51% | 16 |
|
|
2023
Q4 | $3.47M | Buy |
19,288
+441
| +2% | +$79.4K | 2.55% | 14 |
|
|
2023
Q3 | $3.01M | Sell |
18,847
-1,333
| -7% | -$213K | 2.38% | 13 |
|
|
2023
Q2 | $3.34M | Buy |
20,180
+3,904
| +24% | +$646K | 2.61% | 12 |
|
|
2023
Q1 | $2.58M | Buy |
16,276
+4,178
| +35% | +$663K | 2.29% | 15 |
|
|
2022
Q4 | $1.92M | Buy |
+12,098
| New | +$1.92M | 1.77% | 22 |
|