Everhart Financial Group’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 | $6.58M | Buy |
33,721
+4,032
| +14% | +$786K | 0.76% | 18 |
|
|
2025
Q1 | $5.53M | Buy |
29,689
+3,772
| +15% | +$703K | 0.76% | 15 |
|
|
2024
Q4 | $5.14M | Buy |
25,917
+464
| +2% | +$92K | 1.06% | 17 |
|
|
2024
Q3 | $5.11M | Buy |
25,453
+368
| +1% | +$73.9K | 1.13% | 13 |
|
|
2024
Q2 | $4.58M | Buy |
25,085
+670
| +3% | +$122K | 1.19% | 15 |
|
|
2024
Q1 | $4.68M | Buy |
24,415
+1,255
| +5% | +$241K | 1.36% | 11 |
|
|
2023
Q4 | $4.17M | Buy |
23,160
+557
| +2% | +$100K | 1.48% | 10 |
|
|
2023
Q3 | $3.6M | Sell |
22,603
-11
| -0% | -$1.75K | 1.53% | 12 |
|
|
2023
Q2 | $3.35M | Buy |
22,614
+1,273
| +6% | +$189K | 1.39% | 16 |
|
|
2023
Q1 | $3.39M | Buy |
21,341
+2,427
| +13% | +$385K | 1.52% | 13 |
|
|
2022
Q4 | $3M | Sell |
18,914
-10,191
| -35% | -$1.62M | 1.51% | 15 |
|
|
2022
Q3 | $4.17M | Buy |
29,105
+9,630
| +49% | +$1.38M | 2.31% | 7 |
|
|
2022
Q2 | $2.92M | Sell |
19,475
-1,185
| -6% | -$178K | 1.77% | 12 |
|
|
2022
Q1 | $3.64M | Buy |
20,660
+1,403
| +7% | +$247K | 2.1% | 11 |
|
|
2021
Q4 | $3.44M | Buy |
19,257
+182
| +1% | +$32.6K | 2.08% | 13 |
|
|
2021
Q3 | $3.23M | Sell |
19,075
-719
| -4% | -$122K | 2.21% | 11 |
|
|
2021
Q2 | $3.44M | Buy |
19,794
+1,013
| +5% | +$176K | 2.37% | 11 |
|
|
2021
Q1 | $3.11M | Sell |
18,781
-652
| -3% | -$108K | 2.73% | 9 |
|
|
2020
Q4 | $2.76M | Buy |
+19,433
| New | +$2.76M | 2.55% | 10 |
|