FIC
Family Investment Center’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $519K | Sell |
2,654
-19
| -0.7% | -$3.72K | 0.12% | 51 |
|
|
2025
Q1 | $498K | Buy |
2,673
+57
| +2% | +$10.6K | 0.12% | 52 |
|
|
2024
Q4 | $518K | Sell |
2,616
-103
| -4% | -$20.4K | 0.13% | 50 |
|
|
2024
Q3 | $546K | Buy |
2,719
+16
| +0.6% | +$3.21K | 0.14% | 44 |
|
|
2024
Q2 | $493K | Buy |
2,703
+23
| +0.9% | +$4.2K | 0.15% | 42 |
|
|
2024
Q1 | $514K | Sell |
2,680
-48
| -2% | -$9.21K | 0.17% | 45 |
|
|
2023
Q4 | $491K | Sell |
2,728
-12
| -0.4% | -$2.16K | 0.25% | 35 |
|
|
2023
Q3 | $437K | Sell |
2,740
-1
| -0% | -$159 | 0.26% | 31 |
|
|
2023
Q2 | $453K | Buy |
2,741
+157
| +6% | +$26K | 0.29% | 29 |
|
|
2023
Q1 | $410K | Buy |
2,584
+81
| +3% | +$12.9K | 0.28% | 29 |
|
|
2022
Q4 | $397K | Buy |
+2,503
| New | +$397K | 0.29% | 28 |
|