Financial Perspectives’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 | – | Sell |
-9
| Closed | -$1.68K | – | 735 |
|
|
2025
Q1 | $1.68K | Hold |
9
| – | – | ﹤0.01% | 636 |
|
|
2024
Q4 | $1.78K | Hold |
9
| – | – | ﹤0.01% | 634 |
|
|
2024
Q3 | $1.81K | Hold |
9
| – | – | ﹤0.01% | 600 |
|
|
2024
Q2 | $1.64K | Hold |
9
| – | – | ﹤0.01% | 591 |
|
|
2024
Q1 | $1.73K | Hold |
9
| – | – | ﹤0.01% | 583 |
|
|
2023
Q4 | $1.62K | Hold |
9
| – | – | ﹤0.01% | 606 |
|
|
2023
Q3 | $1.44K | Hold |
9
| – | – | ﹤0.01% | 619 |
|
|
2023
Q2 | $1.49K | Hold |
9
| – | – | ﹤0.01% | 602 |
|
|
2023
Q1 | $1.43K | Hold |
9
| – | – | ﹤0.01% | 603 |
|
|
2022
Q4 | $1.43K | Hold |
9
| – | – | ﹤0.01% | 607 |
|
|
2022
Q3 | $1.29K | Buy |
+9
| New | +$1.29K | ﹤0.01% | 615 |
|
|
2022
Q2 | – | Sell |
-138
| Closed | -$24.3K | – | 698 |
|
|
2022
Q1 | $24.3K | Buy |
+138
| New | +$24.3K | 0.01% | 345 |
|