Evermay 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 | $621K | Sell |
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|
2025
Q2 | $690K | Sell |
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|
2025
Q1 | $672K | Sell |
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|
2024
Q4 | $786K | Sell |
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|
2024
Q3 | $1.37M | Sell |
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|
2024
Q2 | $2.13M | Buy |
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|
2024
Q1 | $2.23M | Buy |
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|
2023
Q4 | $575K | Sell |
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|
2023
Q3 | $521K | Sell |
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|
2023
Q2 | $543K | Sell |
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|
2023
Q1 | $524K | Sell |
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|
2022
Q4 | $533K | Sell |
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|
2022
Q3 | $496K | Sell |
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|
2022
Q2 | $578K | Sell |
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|
2022
Q1 | $802K | Buy |
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|
2021
Q4 | $107K | Hold |
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|
2021
Q3 | $102K | Hold |
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|
2021
Q2 | $104K | Buy |
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