Family CFO’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 | $14.8M | Sell |
75,806
-664
| -0.9% | -$129K | 7.4% | 4 |
|
|
2025
Q1 | $14.2M | Buy |
76,470
+1,469
| +2% | +$274K | 7.82% | 4 |
|
|
2024
Q4 | $14.9M | Buy |
75,001
+2,262
| +3% | +$448K | 8.18% | 4 |
|
|
2024
Q3 | $14.6M | Buy |
72,739
+213
| +0.3% | +$42.8K | 8.24% | 4 |
|
|
2024
Q2 | $13.2M | Sell |
72,526
-274
| -0.4% | -$50K | 8.15% | 4 |
|
|
2024
Q1 | $14M | Sell |
72,800
-165
| -0.2% | -$31.7K | 8.65% | 4 |
|
|
2023
Q4 | $13.1M | Buy |
72,965
+4,255
| +6% | +$766K | 8.47% | 4 |
|
|
2023
Q3 | $11M | Buy |
68,710
+1,924
| +3% | +$307K | 7.88% | 5 |
|
|
2023
Q2 | $11M | Buy |
66,786
+1,094
| +2% | +$181K | 7.8% | 5 |
|
|
2023
Q1 | $10.4M | Buy |
65,692
+8,428
| +15% | +$1.34M | 7.95% | 5 |
|
|
2022
Q4 | $9.09M | Buy |
57,264
+908
| +2% | +$144K | 8.17% | 5 |
|
|
2022
Q3 | $8.08M | Buy |
56,356
+4,541
| +9% | +$651K | 8.56% | 5 |
|
|
2022
Q2 | $7.76M | Buy |
51,815
+781
| +2% | +$117K | 8.48% | 5 |
|
|
2022
Q1 | $8.98M | Sell |
51,034
-153
| -0.3% | -$26.9K | 9.12% | 4 |
|
|
2021
Q4 | $9.16M | Buy |
+51,187
| New | +$9.16M | 8.84% | 4 |
|