EverSource Wealth Advisors’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 | $3.21M | Buy |
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|
2025
Q2 | $2.74M | Buy |
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|
2025
Q1 | $2.52M | Sell |
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|
2024
Q4 | $3.36M | Buy |
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|
2024
Q3 | $2.79M | Sell |
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|
2024
Q2 | $2.83M | Buy |
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|
2024
Q1 | $2.55M | Sell |
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|
2023
Q4 | $2.57M | Sell |
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|
2023
Q3 | $2.43M | Sell |
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|
2023
Q2 | $2.61M | Sell |
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|
2023
Q1 | $2.61M | Sell |
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|
2022
Q4 | $2.69M | Sell |
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|
2022
Q3 | $2.44M | Sell |
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|
2022
Q2 | $2.75M | Sell |
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|
2022
Q1 | $3.24M | Sell |
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|
2021
Q4 | $3.31M | Buy |
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