Farther Finance Advisors’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 | $7.57M | Sell |
38,814
-544
| -1% | -$106K | 0.15% | 127 |
|
|
2025
Q1 | $7.35M | Sell |
39,358
-4,506
| -10% | -$842K | 0.19% | 107 |
|
|
2024
Q4 | $8.69M | Buy |
43,864
+10,665
| +32% | +$2.11M | 0.31% | 69 |
|
|
2024
Q3 | $6.67M | Sell |
33,199
-2,115
| -6% | -$425K | 0.25% | 78 |
|
|
2024
Q2 | $6.38M | Sell |
35,314
-640
| -2% | -$116K | 0.31% | 63 |
|
|
2024
Q1 | $6.84M | Sell |
35,954
-5,929
| -14% | -$1.13M | 0.42% | 44 |
|
|
2023
Q4 | $7.54M | Buy |
41,883
+22,227
| +113% | +$4M | 0.54% | 31 |
|
|
2023
Q3 | $3.13M | Buy |
19,656
+2,123
| +12% | +$339K | 0.49% | 37 |
|
|
2023
Q2 | $2.9M | Buy |
17,533
+2,046
| +13% | +$338K | 0.63% | 30 |
|
|
2023
Q1 | $2.46M | Buy |
15,487
+3,124
| +25% | +$496K | 0.72% | 27 |
|
|
2022
Q4 | $1.96M | Buy |
+12,363
| New | +$1.96M | 0.76% | 21 |
|