Forbes Financial Planning’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 | $8.69M | Sell |
44,574
-2,793
| -6% | -$545K | 5.87% | 5 |
|
|
2025
Q1 | $8.82M | Sell |
47,367
-739
| -2% | -$138K | 6.54% | 2 |
|
|
2024
Q4 | $9.53M | Buy |
48,106
+136
| +0.3% | +$27K | 4.62% | 3 |
|
|
2024
Q3 | $9.63M | Buy |
47,970
+1,951
| +4% | +$392K | 6.94% | 4 |
|
|
2024
Q2 | $8.4M | Buy |
46,019
+35,072
| +320% | +$6.4M | 6.6% | 4 |
|
|
2024
Q1 | $2.1M | Buy |
10,947
+3,753
| +52% | +$720K | 1.81% | 20 |
|
|
2023
Q4 | $1.29M | Buy |
7,194
+3,779
| +111% | +$680K | 1.21% | 21 |
|
|
2023
Q3 | $545K | Sell |
3,415
-67
| -2% | -$10.7K | 0.58% | 22 |
|
|
2023
Q2 | $576K | Buy |
3,482
+3
| +0.1% | +$496 | 0.56% | 24 |
|
|
2023
Q1 | $552K | Buy |
3,479
+6
| +0.2% | +$952 | 0.54% | 23 |
|
|
2022
Q4 | $498K | Hold |
3,473
| – | – | 0.72% | 21 |
|
|
2022
Q3 | $498K | Buy |
3,473
+3
| +0.1% | +$430 | 0.72% | 21 |
|
|
2022
Q2 | $516K | Buy |
3,470
+2
| +0.1% | +$297 | 0.74% | 21 |
|
|
2022
Q1 | $612K | Buy |
3,468
+296
| +9% | +$52.2K | 0.76% | 20 |
|
|
2021
Q4 | $565K | Buy |
+3,172
| New | +$565K | 0.56% | 28 |
|