Fortune Financial 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
Q1 | – | Sell |
-2,994
| Closed | -$593K | – | 97 |
|
|
2024
Q4 | $593K | Sell |
2,994
-170
| -5% | -$33.7K | 0.54% | 54 |
|
|
2024
Q3 | $635K | Sell |
3,164
-11
| -0.3% | -$2.21K | 0.58% | 50 |
|
|
2024
Q2 | $579K | Sell |
3,175
-68
| -2% | -$12.4K | 0.35% | 77 |
|
|
2024
Q1 | $622K | Sell |
3,243
-302
| -9% | -$57.9K | 0.39% | 72 |
|
|
2023
Q4 | $638K | Sell |
3,545
-431
| -11% | -$77.6K | 0.45% | 63 |
|
|
2023
Q3 | $634K | Sell |
3,976
-8
| -0.2% | -$1.28K | 0.49% | 59 |
|
|
2023
Q2 | $659K | Buy |
+3,984
| New | +$659K | 0.49% | 57 |
|