Financial Freedom LLC’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 | $2.69M | Buy |
13,819
+84
| +0.6% | +$16.4K | 1.45% | 17 |
|
2025
Q1 | $2.56M | Buy |
13,735
+106
| +0.8% | +$19.7K | 1.47% | 19 |
|
2024
Q4 | $2.7M | Buy |
13,629
+80
| +0.6% | +$15.9K | 1.42% | 20 |
|
2024
Q3 | $2.72M | Sell |
13,549
-35
| -0.3% | -$7.03K | 1.44% | 20 |
|
2024
Q2 | $2.48M | Hold |
13,584
| – | – | 1.41% | 20 |
|
2024
Q1 | $2.61M | Buy |
13,584
+7
| +0.1% | +$1.34K | 1.54% | 18 |
|
2023
Q4 | $2.44M | Sell |
13,577
-264
| -2% | -$47.5K | 1.55% | 18 |
|
2023
Q3 | $2.21M | Sell |
13,841
-28
| -0.2% | -$4.47K | 1.57% | 16 |
|
2023
Q2 | $2.29M | Buy |
13,869
+38
| +0.3% | +$6.29K | 1.61% | 16 |
|
2023
Q1 | $2.2M | Buy |
13,831
+1,277
| +10% | +$203K | 1.6% | 17 |
|
2022
Q4 | $1.99M | Buy |
+12,554
| New | +$1.99M | 1.34% | 15 |
|