Falcon Wealth Planning’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 | $4.1M | Sell |
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|
2025
Q2 | $4.01M | Sell |
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|
2025
Q1 | $4.61M | Buy |
|
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|
2024
Q4 | $3.53M | Sell |
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|
2024
Q3 | $3.65M | Buy |
|
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|
2024
Q2 | $3.23M | Sell |
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|
2024
Q1 | $3.8M | Sell |
|
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|
2023
Q4 | $3.96M | Sell |
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|
2023
Q3 | $3.7M | Sell |
|
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|
2023
Q2 | $4.13M | Sell |
|
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|
2023
Q1 | $4.08M | Sell |
|
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|
2022
Q4 | $4.49M | Sell |
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|
2022
Q3 | $17.6M | Buy |
|
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|
2022
Q2 | $16.5M | Buy |
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|
2022
Q1 | $18.2M | Buy |
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|
2021
Q4 | $16.7M | Buy |
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|
2021
Q3 | $14.7M | Buy |
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|
2021
Q2 | $13.3M | Buy |
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|
2021
Q1 | $12M | Buy |
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|
2020
Q4 | $10.3M | Buy |
|