Everhart Financial Group’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 | $7.59M | Buy |
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|
2025
Q2 | $6.58M | Buy |
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|
2025
Q1 | $5.53M | Buy |
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|
2024
Q4 | $5.14M | Buy |
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|
2024
Q3 | $5.11M | Buy |
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|
2024
Q2 | $4.58M | Buy |
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|
2024
Q1 | $4.68M | Buy |
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|
2023
Q4 | $4.17M | Buy |
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|
2023
Q3 | $3.6M | Sell |
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|
2023
Q2 | $3.35M | Buy |
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|
2023
Q1 | $3.39M | Buy |
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|
2022
Q4 | $3M | Sell |
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|
2022
Q3 | $4.17M | Buy |
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|
2022
Q2 | $2.92M | Sell |
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|
2022
Q1 | $3.63M | Buy |
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|
2021
Q4 | $3.44M | Buy |
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|
2021
Q3 | $3.23M | Sell |
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|
2021
Q2 | $3.44M | Buy |
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|
2021
Q1 | $3.11M | Sell |
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|
2020
Q4 | $2.76M | Buy |
|