Fonville Wealth Management’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 | $762K | Buy |
3,904
+509
| +15% | +$99.4K | 0.19% | 68 |
|
|
2025
Q1 | $626K | Buy |
3,395
+2,007
| +145% | +$370K | 0.18% | 68 |
|
|
2024
Q4 | $275K | Buy |
1,388
+1
| +0.1% | +$198 | 0.09% | 93 |
|
|
2024
Q3 | $279K | Buy |
1,387
+2
| +0.1% | +$402 | 0.1% | 97 |
|
|
2024
Q2 | $254K | Buy |
1,385
+85
| +7% | +$15.6K | 0.1% | 86 |
|
|
2024
Q1 | $249K | Buy |
1,300
+167
| +15% | +$32K | 0.11% | 83 |
|
|
2023
Q4 | $204K | Buy |
+1,133
| New | +$204K | 0.11% | 84 |
|