Fee-Only Financial Planning’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 | $10.5M | Buy |
53,675
+19
| +0% | +$3.71K | 6.48% | 4 |
|
|
2025
Q1 | $10M | Sell |
53,656
-356
| -0.7% | -$66.3K | 6.82% | 4 |
|
|
2024
Q4 | $10.7M | Sell |
54,012
-1,360
| -2% | -$270K | 6.91% | 4 |
|
|
2024
Q3 | $11.1M | Sell |
55,372
-419
| -0.8% | -$84.1K | 7.12% | 4 |
|
|
2024
Q2 | $10.2M | Sell |
55,791
-31
| -0.1% | -$5.66K | 6.85% | 4 |
|
|
2024
Q1 | $10.7M | Sell |
55,822
-343
| -0.6% | -$65.8K | 7.23% | 4 |
|
|
2023
Q4 | $10.1M | Buy |
56,165
+393
| +0.7% | +$70.7K | 7.3% | 4 |
|
|
2023
Q3 | $8.9M | Buy |
55,772
+725
| +1% | +$116K | 7.17% | 4 |
|
|
2023
Q2 | $9.1M | Sell |
55,047
-312
| -0.6% | -$51.6K | 6.95% | 4 |
|
|
2023
Q1 | $8.79M | Sell |
55,359
-1,687
| -3% | -$268K | 7.14% | 4 |
|
|
2022
Q4 | $9.06M | Buy |
+57,046
| New | +$9.06M | 7.59% | 4 |
|