Financial Gravity Asset Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $35.5K | Buy |
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|
2025
Q1 | $48.5K | Buy |
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|
2024
Q2 | $93.7K | Sell |
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|
2024
Q1 | $291K | Buy |
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|
2023
Q4 | $1.01M | Buy |
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|
2023
Q3 | $857K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $32 | Sell |
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|
2021
Q3 | $37K | Hold |
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|
2021
Q2 | $37K | Buy |
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|
2021
Q1 | $35 | Hold |
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|
2020
Q4 | $30K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $14 | Buy |
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|
2019
Q4 | $21K | Sell |
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|
2019
Q3 | $24K | Hold |
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|
2019
Q2 | $24K | Hold |
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|
2019
Q1 | $24K | Buy |
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|
2018
Q3 | $23K | Buy |
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|
2018
Q2 | $6K | Hold |
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|
2018
Q1 | $6K | Buy |
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