Forbes Financial Planning’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 | $9.54M | Buy |
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|
2025
Q2 | $8.69M | Sell |
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|
2025
Q1 | $8.82M | Sell |
|
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|
2024
Q4 | $9.53M | Buy |
|
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|
2024
Q3 | $9.63M | Buy |
|
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|
2024
Q2 | $8.4M | Buy |
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|
2024
Q1 | $2.1M | Buy |
|
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|
2023
Q4 | $1.29M | Buy |
|
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|
2023
Q3 | $545K | Sell |
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|
2023
Q2 | $576K | Buy |
|
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|
2023
Q1 | $552K | Buy |
|
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|
2022
Q4 | $498K | Hold |
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|
2022
Q3 | $498K | Buy |
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|
2022
Q2 | $516K | Buy |
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|
2022
Q1 | $612K | Buy |
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|
2021
Q4 | $565K | Buy |
|