Fortis Group Advisors’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 |
-52
| Closed | -$9.69K | – | 557 |
|
|
2025
Q1 | $9.69K | Hold |
52
| – | – | ﹤0.01% | 304 |
|
|
2024
Q4 | $10.3K | Hold |
52
| – | – | ﹤0.01% | 305 |
|
|
2024
Q3 | $10.4K | Hold |
52
| – | – | ﹤0.01% | 298 |
|
|
2024
Q2 | $9.49K | Hold |
52
| – | – | ﹤0.01% | 304 |
|
|
2024
Q1 | $9.98K | Sell |
52
-52
| -50% | -$9.98K | ﹤0.01% | 318 |
|
|
2023
Q4 | $18.7K | Buy |
104
+52
| +100% | +$9.36K | ﹤0.01% | 243 |
|
|
2023
Q3 | $8.29K | Buy |
+52
| New | +$8.29K | ﹤0.01% | 243 |
|
|
2020
Q3 | $5K | Buy |
+52
| New | +$5K | ﹤0.01% | 344 |
|