Fiduciary Family Office’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 | $3.35M | Hold |
17,160
| – | – | 1.1% | 14 |
|
|
2025
Q1 | $3.2M | Buy |
+17,160
| New | +$3.2M | 1.06% | 11 |
|
|
2024
Q4 | – | Sell |
-17,347
| Closed | -$3.48M | – | 227 |
|
|
2024
Q3 | $3.48M | Buy |
17,347
+55
| +0.3% | +$11K | 1.15% | 8 |
|
|
2024
Q2 | $3.16M | Sell |
17,292
-282
| -2% | -$51.5K | 1.25% | 8 |
|
|
2024
Q1 | $3.37M | Sell |
17,574
-238
| -1% | -$45.7K | 1.32% | 10 |
|
|
2023
Q4 | $3.21M | Buy |
+17,812
| New | +$3.21M | 1.4% | 5 |
|