Forum Financial Management’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 | $222K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $2.96M | Buy |
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|
2024
Q3 | $2.87M | Buy |
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|
2024
Q2 | $2.6M | Sell |
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|
2024
Q1 | $2.84M | Sell |
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|
2023
Q4 | $8.31M | Sell |
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|
2023
Q3 | $7.4M | Sell |
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|
2023
Q2 | $7.72M | Buy |
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|
2023
Q1 | $7.37M | Sell |
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|
2022
Q4 | $7.48M | Buy |
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|
2022
Q3 | $6.69M | Sell |
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|
2022
Q2 | $7.26M | Buy |
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|
2022
Q1 | $8.11M | Buy |
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|
2021
Q4 | $8.25M | Buy |
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